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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $33,030 |
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 | $75,929 | $44,873+69.2% | $79,464-4.4% | $56,287+34.9% |
| Participation rate | 97.4% | 68.7%+28.6pp | 73.3%+24.0pp | 69.9%+27.5pp |
| Annual return | -6.33% | 0.81%-7.1pp | 718.14%-724.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $725 | $2,140-66.1% | $2,800-74.1% | $2,111-65.7% |
| Participant deferral / active EE | $4,073 | $2,746+48.3% | $3,704+10.0% | $3,350+21.6% |
| Admin fee / account holder | $179 | $418-57.3% | $5,113-96.5% | $521-65.7% |