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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $32,494 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,753 | $52,467+88.2% | $57,179+72.7% | $55,167+79.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 75.3%+16.4pp | 69.0%+22.7pp |
| Annual return | 0.38% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.9pp |
| Employer contribution / active EE | $4,202 | $2,477+69.6% | $2,682+56.7% | $1,963+114.1% |
| Participant deferral / active EE | $3,894 | $2,830+37.6% | $3,096+25.8% | $3,054+27.5% |
| Admin fee / account holder | $198 | $269-26.4% | $3,139-93.7% | $504-60.7% |