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 | $4,945 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $130,376 | $60,124+116.8% | $90,404+44.2% | $79,858+63.3% |
| Participation rate | 91.3% | 65.0%+26.3pp | 72.7%+18.6pp | 69.6%+21.6pp |
| Annual return | 17.52% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,601 | $2,068+74.1% | $3,262+10.4% | $2,471+45.7% |
| Participant deferral / active EE | $4,578 | $2,938+55.8% | $3,963+15.5% | $3,740+22.4% |
| Admin fee / account holder | $49 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |