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.6 years Filed as: ALREUS FINANCIAL, N.A. Service code 15 · EIN 45-6062081 | Recordkeeping | $6,598 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,429 | $42,894+89.8% | $60,874+33.8% | $68,494+18.9% |
| Participation rate | 92.0% | 66.8%+25.3pp | 73.1%+18.9pp | 67.9%+24.2pp |
| Annual return | -8.62% | -13.98%+5.4pp | 16.90%-25.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $9,490 | $1,978+379.8% | $2,701+251.3% | $2,596+265.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $65 | $3,101-97.9% | $3,224-98.0% | $5,403-98.8% |