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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $37,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,565 | $73,638+13.5% | $95,952-12.9% | $73,488+13.7% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 18.12% | 16.78%+1.3pp | 91.61%-73.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,654 | $1,863+42.4% | $2,541+4.4% | $2,270+16.9% |
| Participant deferral / active EE | $3,821 | $3,617+5.6% | $4,167-8.3% | $3,740+2.2% |
| Admin fee / account holder | $272 | $482-43.5% | $6,795-96.0% | $513-46.9% |