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.4+ years Service code 50 · EIN 45-6062081 | Direct Payment | $1,948 |
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 | $106,607 | $60,795+75.4% | $69,455+53.5% | $65,185+63.5% |
| Participation rate | 94.6% | 74.9%+19.8pp | 74.6%+20.0pp | 70.2%+24.4pp |
| Annual return | 5.99% | 17.46%-11.5pp | 28.97%-23.0pp | 29.38%-23.4pp |
| Employer contribution / active EE | $4,680 | $2,452+90.9% | $2,779+68.4% | $2,177+115.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14 | $314-95.5% | $3,839-99.6% | $847-98.3% |