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.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,353 | $65,061-31.8% | $143,757-69.1% | $66,914-33.7% |
| Participation rate | 70.4% | 65.2%+5.2pp | 80.3%-9.9pp | 69.8%+0.6pp |
| Annual return | -8.68% | -11.14%+2.5pp | -0.04%-8.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $3,028 | $2,361+28.3% | $4,951-38.8% | $2,544+19.0% |
| Participant deferral / active EE | $2,286 | $2,919-21.7% | $5,637-59.4% | $4,237-46.0% |
| Admin fee / account holder | $35 | $502-93.0% | $14,673-99.8% | $593-94.1% |