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 9-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 | $31,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,146 | $64,119-34.3% | $112,228-62.4% | $66,914-37.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -9.09% | -13.81%+4.7pp | 27.45%-36.5pp | 1.58%-10.7pp |
| Employer contribution / active EE | $2,675 | $3,005-11.0% | $3,635-26.4% | $2,544+5.1% |
| Participant deferral / active EE | $4,828 | $3,693+30.7% | $4,728+2.1% | $4,237+13.9% |
| Admin fee / account holder | $221 | $625-64.6% | $6,410-96.5% | $593-62.7% |