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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,197 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,909 | $65,409+121.5% | $98,442+47.2% | $85,850+68.8% |
| Participation rate | 91.0% | 65.0%+26.0pp | 73.3%+17.7pp | 69.3%+21.7pp |
| Annual return | 16.01% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $5,015 | $2,168+131.4% | $2,960+69.4% | $2,565+95.5% |
| Participant deferral / active EE | $4,669 | $3,166+47.5% | $4,276+9.2% | $3,952+18.2% |
| Admin fee / account holder | $31 | $4,593-99.3% | $5,949-99.5% | $6,260-99.5% |