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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $87,870-27.5% | $113,168-43.7% | $74,304-14.2% |
| Participation rate | 92.9% | 70.7%+22.1pp | 76.6%+16.3pp | 60.3%+32.5pp |
| Annual return | 16.65% | 26.44%-9.8pp | 24.27%-7.6pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,984 | $2,277-12.9% | $2,975-33.3% | $2,241-11.5% |
| Participant deferral / active EE | $5,211 | $4,241+22.9% | $5,107+2.0% | $3,767+38.3% |
| Admin fee / account holder | $247 | $3,368-92.7% | $12,068-98.0% | $2,969-91.7% |