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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $41,475 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,642 | $71,666-11.2% | $117,854-46.0% | $69,631-8.6% |
| Participation rate | 99.4% | 77.5%+21.9pp | 79.7%+19.8pp | 70.7%+28.8pp |
| Annual return | 20.02% | 18.86%+1.2pp | 335.08%-315.1pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,058 | $1,889-44.0% | $3,786-72.0% | $2,032-47.9% |
| Participant deferral / active EE | $2,526 | $3,340-24.4% | $4,482-43.6% | $3,224-21.6% |
| Admin fee / account holder | $106 | $120-12.1% | $8,020-98.7% | $110-4.2% |