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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,766 |
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 | $61,355 | $80,753-24.0% | $136,294-55.0% | $62,292-1.5% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 20.43% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,538 | $2,884-12.0% | $4,695-45.9% | $2,042+24.3% |
| Participant deferral / active EE | $9,235 | $5,164+78.8% | $6,247+47.8% | $3,169+191.4% |
| Admin fee / account holder | $19 | $525-96.4% | $9,243-99.8% | $479-96.1% |