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.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,209 | $62,146+11.4% | $81,438-15.0% | $74,546-7.2% |
| Participation rate | 86.5% | 64.1%+22.4pp | 69.5%+17.0pp | 67.2%+19.3pp |
| Annual return | 18.82% | 16.49%+2.3pp | 24.74%-5.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $2,517 | $1,883+33.7% | $2,460+2.3% | $2,624-4.1% |
| Participant deferral / active EE | $4,270 | $3,229+32.2% | $3,883+10.0% | $4,347-1.8% |
| Admin fee / account holder | $11 | $1,922-99.4% | $5,764-99.8% | $1,944-99.4% |