See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $14,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,149 | $123,793+35.0% | $177,821-6.0% | $79,858+109.3% |
| Participation rate | 98.8% | 84.7%+14.1pp | 87.7%+11.1pp | 69.6%+29.1pp |
| Annual return | 15.61% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,834 | $4,095-30.8% | $5,918-52.1% | $2,471+14.7% |
| Participant deferral / active EE | $3,353 | $5,956-43.7% | $7,714-56.5% | $3,740-10.4% |
| Admin fee / account holder | $127 | $7,243-98.2% | $12,427-99.0% | $5,306-97.6% |