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.10+ years Service code 50 · EIN 45-6062081 | Direct Payment | $4,248 |
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 | $132,533 | $67,984+94.9% | $65,493+102.4% | $74,304+78.4% |
| Participation rate | 66.3% | 66.3%0pp | 73.1%-6.8pp | 60.3%+6.0pp |
| Annual return | 12.21% | 19.87%-7.7pp | 982.45%-970.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $6,352 | $2,491+155.0% | $2,574+146.8% | $2,241+183.4% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $23 | $1,373-98.3% | $5,028-99.5% | $2,969-99.2% |