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.9 years Service code 15 · EIN 45-6062081 | Recordkeeping | $6,415 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,136 | $55,415-16.7% | $155,509-70.3% | $74,495-38.1% |
| Participation rate | 78.5% | 61.9%+16.6pp | 78.2%+0.4pp | 67.2%+11.3pp |
| Annual return | 10.79% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,183 | $2,267+40.4% | $4,672-31.9% | $2,623+21.4% |
| Participant deferral / active EE | $2,592 | $2,836-8.6% | $5,626-53.9% | $4,346-40.3% |
| Admin fee / account holder | $28 | $1,738-98.4% | $15,912-99.8% | $1,942-98.6% |