See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,499 | $76,050-11.2% | $96,544-30.1% | $71,457-5.5% |
| Participation rate | 92.7% | 74.4%+18.3pp | 76.0%+16.8pp | 67.9%+24.8pp |
| Annual return | 22.55% | 22.81%-0.3pp | 25.84%-3.3pp | 28.85%-6.3pp |
| Employer contribution / active EE | $2,450 | $2,244+9.2% | $2,965-17.4% | $2,588-5.3% |
| Participant deferral / active EE | $11,309 | $4,215+168.3% | $4,851+133.1% | $4,289+163.7% |
| Admin fee / account holder | $145 | $2,707-94.6% | $8,252-98.2% | $1,587-90.8% |