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 Service code 15 · EIN 45-6062081 | Recordkeeping | $9,684 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,953 | $55,415-22.5% | $155,509-72.4% | $74,495-42.3% |
| Participation rate | 86.4% | 61.9%+24.5pp | 78.2%+8.2pp | 67.2%+19.2pp |
| Annual return | 21.38% | 268.50%-247.1pp | 64.67%-43.3pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $1,871 | $2,267-17.5% | $4,672-60.0% | $2,623-28.7% |
| Participant deferral / active EE | $3,275 | $2,836+15.5% | $5,626-41.8% | $4,346-24.6% |
| Admin fee / account holder | $49 | $1,738-97.2% | $15,912-99.7% | $1,942-97.5% |