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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $19,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,607 | $65,435-53.2% | $86,677-64.7% | $66,914-54.3% |
| Participation rate | 82.3% | 75.5%+6.8pp | 76.6%+5.7pp | 69.8%+12.5pp |
| Annual return | -16.75% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,512 | $2,153-29.8% | $2,836-46.7% | $2,544-40.6% |
| Participant deferral / active EE | $4,465 | $4,100+8.9% | $4,656-4.1% | $4,237+5.4% |
| Admin fee / account holder | $168 | $642-73.9% | $7,493-97.8% | $593-71.8% |