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.8+ years Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $14,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,520 | $110,094+50.3% | $151,611+9.2% | $68,494+141.7% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -14.58% | -10.12%-4.5pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,921 | $4,471-34.7% | $6,166-52.6% | $2,596+12.5% |
| Participant deferral / active EE | $3,121 | $6,527-52.2% | $8,363-62.7% | $4,027-22.5% |
| Admin fee / account holder | $150 | $7,719-98.1% | $11,616-98.7% | $5,403-97.2% |