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.1+ years Service code 50 · EIN 45-6062081 | Direct Payment | $4,102 |
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 | $127,902 | $202,387-36.8% | $57,179+123.7% | - |
| Participation rate | 89.9% | 69.2%+20.7pp | 75.3%+14.6pp | - |
| Annual return | 1.54% | 10.83%-9.3pp | 14.59%-13.0pp | - |
| Employer contribution / active EE | $5,631 | $2,304+144.5% | $2,682+109.9% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $41 | $22,351-99.8% | $3,139-98.7% | - |