See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,054 | $76,050-40.8% | $96,544-53.3% | $71,457-37.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.40% | 22.81%-8.4pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,738 | $2,244-22.5% | $2,965-41.4% | $2,588-32.8% |
| Participant deferral / active EE | $2,676 | $4,215-36.5% | $4,851-44.8% | $4,289-37.6% |
| Admin fee / account holder | $61 | $2,707-97.7% | $8,252-99.3% | $1,587-96.2% |