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.8+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $14,590 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,211 | $84,487-63.1% | $125,339-75.1% | $66,914-53.4% |
| Participation rate | 87.8% | 76.4%+11.4pp | 82.4%+5.4pp | 69.8%+18.0pp |
| Annual return | -21.20% | -8.39%-12.8pp | 572.05%-593.3pp | 1.58%-22.8pp |
| Employer contribution / active EE | $2,691 | $3,553-24.3% | $4,814-44.1% | $2,544+5.8% |
| Participant deferral / active EE | $3,390 | $6,781-50.0% | $7,446-54.5% | $4,237-20.0% |
| Admin fee / account holder | $46 | $685-93.3% | $10,010-99.5% | $593-92.3% |