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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $31,363 |
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 | $75,653 | $50,637+49.4% | $86,590-12.6% | $62,292+21.4% |
| Participation rate | 94.4% | 67.9%+26.5pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 17.48% | 20.80%-3.3pp | 964.84%-947.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $905 | $2,075-56.4% | $2,839-68.1% | $2,042-55.7% |
| Participant deferral / active EE | $4,572 | $2,611+75.1% | $3,609+26.7% | $3,169+44.3% |
| Admin fee / account holder | $162 | $413-60.9% | $4,906-96.7% | $479-66.3% |