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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $58,323 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,895 | $46,732-29.6% | $156,549-79.0% | $55,167-40.4% |
| Participation rate | 84.5% | 65.8%+18.7pp | 84.0%+0.5pp | 69.0%+15.5pp |
| Annual return | 7.79% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,338 | $2,105-36.4% | $5,501-75.7% | $1,963-31.8% |
| Participant deferral / active EE | $5,494 | $2,204+149.3% | $4,871+12.8% | $3,054+79.9% |
| Admin fee / account holder | $104 | $418-75.1% | $13,027-99.2% | $504-79.3% |