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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,619 | $79,171-44.9% | $102,423-57.4% | $74,495-41.4% |
| Participation rate | 90.8% | 74.8%+16.1pp | 76.5%+14.4pp | 67.2%+23.6pp |
| Annual return | 11.92% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,463 | $2,362-38.1% | $3,023-51.6% | $2,623-44.2% |
| Participant deferral / active EE | $2,407 | $4,415-45.5% | $5,053-52.4% | $4,346-44.6% |
| Admin fee / account holder | $52 | $2,001-97.4% | $9,451-99.5% | $1,942-97.3% |