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 50 · EIN 45-6062081 | Direct Payment | $5,440 |
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 | $130,077 | $55,002+136.5% | $59,878+117.2% | $56,287+131.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 74.7%+21.3pp | 69.9%+26.2pp |
| Annual return | 8.67% | 1.13%+7.5pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $3,200 | $2,448+30.7% | $2,722+17.6% | $2,111+51.6% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $45 | $236-80.8% | $3,590-98.7% | $521-91.3% |