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 15 · EIN 45-6062081 | Recordkeeping | $192,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,354 | $52,208+381.4% | $86,612+190.2% | $74,419+237.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 17.76% | 44.46%-26.7pp | 591.07%-573.3pp | 34.38%-16.6pp |
| Employer contribution / active EE | $6,695 | $2,282+193.4% | $3,022+121.5% | $2,637+153.8% |
| Participant deferral / active EE | $9,008 | $3,383+166.3% | $4,438+103.0% | $4,528+98.9% |
| Admin fee / account holder | $401 | $319+25.8% | $5,614-92.9% | $348+15.3% |