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 | $42,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,714 | $84,936+8.0% | $111,297-17.6% | $79,386+15.5% |
| Participation rate | 99.2% | 75.9%+23.3pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 18.79% | 17.45%+1.3pp | 54.65%-35.9pp | 116.85%-98.1pp |
| Employer contribution / active EE | $4,690 | $1,979+136.9% | $2,731+71.7% | $2,427+93.2% |
| Participant deferral / active EE | $3,676 | $3,888-5.5% | $4,487-18.1% | $4,046-9.1% |
| Admin fee / account holder | $281 | $537-47.7% | $7,964-96.5% | $626-55.1% |