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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,312 |
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 | $171,386 | $76,552+123.9% | $123,892+38.3% | $62,891+172.5% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 9.00% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,703 | $2,883-6.2% | $4,617-41.5% | $2,281+18.5% |
| Participant deferral / active EE | $8,944 | $4,840+84.8% | $5,984+49.5% | $3,203+179.3% |
| Admin fee / account holder | $32 | $4,826-99.3% | $8,357-99.6% | $4,296-99.3% |