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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $31,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,248 | $59,186-5.0% | $76,768-26.7% | $56,287-0.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -2.45% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $4,563 | $1,759+159.5% | $2,485+83.6% | $2,111+116.1% |
| Participant deferral / active EE | $3,900 | $3,255+19.8% | $3,852+1.3% | $3,350+16.4% |
| Admin fee / account holder | $215 | $489-56.1% | $6,675-96.8% | $521-58.8% |