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.9+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $15,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,554 | $91,407-57.8% | $135,903-71.6% | $71,457-46.0% |
| Participation rate | 84.4% | 75.7%+8.7pp | 81.9%+2.5pp | 67.9%+16.4pp |
| Annual return | 22.88% | 29.90%-7.0pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $2,524 | $3,703-31.8% | $4,856-48.0% | $2,588-2.4% |
| Participant deferral / active EE | $3,507 | $7,092-50.5% | $7,758-54.8% | $4,289-18.2% |
| Admin fee / account holder | $45 | $1,266-96.4% | $10,762-99.6% | $1,587-97.2% |