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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,196 |
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 | $49,601 | $75,183-34.0% | $123,892-60.0% | $55,167-10.1% |
| Participation rate | 96.3% | 72.8%+23.4pp | 81.4%+14.9pp | 69.0%+27.3pp |
| Annual return | 7.95% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,817 | $2,823+35.2% | $4,617-17.3% | $1,963+94.5% |
| Participant deferral / active EE | $7,135 | $5,084+40.3% | $5,984+19.2% | $3,054+133.6% |
| Admin fee / account holder | $38 | $663-94.2% | $8,357-99.5% | $504-92.4% |