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 | $3,855 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,638 | $64,517+28.1% | $81,438+1.5% | $80,874+2.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 17.15% | 16.35%+0.8pp | 24.74%-7.6pp | 35.62%-18.5pp |
| Employer contribution / active EE | $2,228 | $1,982+12.4% | $2,460-9.5% | $2,756-19.2% |
| Participant deferral / active EE | $3,971 | $3,096+28.3% | $3,883+2.3% | $4,297-7.6% |
| Admin fee / account holder | $25 | $5,677-99.6% | $5,764-99.6% | $6,935-99.6% |