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 7-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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $3,246 |
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 | $117,077 | $89,739+30.5% | $149,718-21.8% | $62,292+87.9% |
| Participation rate | 95.0% | 85.1%+9.9pp | 87.1%+8.0pp | 69.5%+25.5pp |
| Annual return | 20.75% | 21.01%-0.3pp | 1501.63%-1480.9pp | 28.90%-8.1pp |
| Employer contribution / active EE | $4,378 | $3,233+35.4% | $5,445-19.6% | $2,042+114.4% |
| Participant deferral / active EE | $8,827 | $4,797+84.0% | $6,569+34.4% | $3,169+178.5% |
| Admin fee / account holder | $25 | $551-95.5% | $11,283-99.8% | $479-94.8% |