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.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $42,041 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,739 | $65,435+8.1% | $86,677-18.4% | $66,914+5.7% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -20.99% | -10.89%-10.1pp | 35.91%-56.9pp | 1.58%-22.6pp |
| Employer contribution / active EE | $5,324 | $2,153+147.3% | $2,836+87.7% | $2,544+109.3% |
| Participant deferral / active EE | $4,019 | $4,100-2.0% | $4,656-13.7% | $4,237-5.1% |
| Admin fee / account holder | $278 | $642-56.6% | $7,493-96.3% | $593-53.1% |