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.10+ years Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $16,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,092 | $44,960-39.7% | $84,966-68.1% | $74,495-63.6% |
| Participation rate | 82.8% | 49.4%+33.5pp | 67.5%+15.3pp | 67.2%+15.6pp |
| Annual return | 14.04% | 26.24%-12.2pp | 66.38%-52.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,857 | $1,457+27.4% | $2,727-31.9% | $2,623-29.2% |
| Participant deferral / active EE | $1,513 | $2,731-44.6% | $4,519-66.5% | $4,346-65.2% |
| Admin fee / account holder | $43 | $2,209-98.1% | $6,149-99.3% | $1,942-97.8% |