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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $33,940 |
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 | $74,156 | $65,376+13.4% | $87,100-14.9% | $65,185+13.8% |
| Participation rate | 98.2% | 75.3%+22.8pp | 76.9%+21.3pp | 70.2%+28.0pp |
| Annual return | 18.95% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $4,887 | $1,822+168.1% | $2,521+93.8% | $2,177+124.5% |
| Participant deferral / active EE | $4,240 | $3,388+25.1% | $4,049+4.7% | $3,514+20.7% |
| Admin fee / account holder | $241 | $520-53.7% | $7,497-96.8% | $847-71.6% |