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 15 · EIN 45-6062081 | Recordkeeping | $85,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,576 | $88,890-13.9% | $102,423-25.2% | $77,643-1.4% |
| Participation rate | 84.3% | 80.9%+3.3pp | 76.5%+7.8pp | 70.6%+13.7pp |
| Annual return | 14.08% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,096 | $2,698-22.3% | $3,023-30.7% | $2,726-23.1% |
| Participant deferral / active EE | $4,212 | $5,145-18.1% | $5,053-16.6% | $4,647-9.4% |
| Admin fee / account holder | $180 | $235-23.6% | $9,451-98.1% | $430-58.2% |