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 50 · EIN 45-6062081 | Direct Payment | $4,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,111 | $69,763+108.0% | $67,502+115.0% | $74,495+94.8% |
| Participation rate | 60.4% | 71.4%-11.0pp | 72.9%-12.5pp | 67.2%-6.8pp |
| Annual return | 15.93% | -40.34%+56.3pp | 3512.12%-3496.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $5,755 | $2,704+112.8% | $2,731+110.7% | $2,623+119.4% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $30 | $896-96.7% | $3,998-99.3% | $1,942-98.5% |