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.9+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0140105 2300 SOUTH COLUMBIA RD · GRAND FORKS, ND 58201 | Recordkeeping | $45,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,821 | $76,050-55.5% | $96,544-65.0% | $71,457-52.7% |
| Participation rate | 96.6% | 74.4%+22.2pp | 76.0%+20.7pp | 67.9%+28.7pp |
| Annual return | 20.07% | 22.81%-2.7pp | 25.84%-5.8pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,805 | $2,244-19.6% | $2,965-39.1% | $2,588-30.3% |
| Participant deferral / active EE | $2,258 | $4,215-46.4% | $4,851-53.4% | $4,289-47.3% |
| Admin fee / account holder | $155 | $2,707-94.3% | $8,252-98.1% | $1,587-90.2% |