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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,245 | $76,050-43.1% | $96,544-55.2% | $71,457-39.5% |
| Participation rate | 91.0% | 74.4%+16.6pp | 76.0%+15.0pp | 67.9%+23.1pp |
| Annual return | 19.22% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,707 | $2,244-23.9% | $2,965-42.4% | $2,588-34.0% |
| Participant deferral / active EE | $4,992 | $4,215+18.4% | $4,851+2.9% | $4,289+16.4% |
| Admin fee / account holder | $198 | $2,707-92.7% | $8,252-97.6% | $1,587-87.5% |