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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $36,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,986 | $87,870-48.8% | $113,168-60.2% | $74,304-39.5% |
| Participation rate | 92.4% | 70.7%+21.6pp | 76.6%+15.8pp | 60.3%+32.0pp |
| Annual return | 17.66% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,737 | $2,277-23.7% | $2,975-41.6% | $2,241-22.5% |
| Participant deferral / active EE | $4,923 | $4,241+16.1% | $5,107-3.6% | $3,767+30.7% |
| Admin fee / account holder | $199 | $3,368-94.1% | $12,068-98.4% | $2,969-93.3% |