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.10+ years Filed as: ALERUS RETIREMENT SOLUTIONS Service code 15 · EIN 45-0140105 2300 SOUTH COLUMBIA RD · GRAND FORKS, ND 58201 | Recordkeeping | $60,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,298 | $79,171-40.3% | $102,423-53.8% | $74,495-36.5% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.4pp | 67.2%+29.6pp |
| Annual return | 11.86% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,007 | $2,362-15.1% | $3,023-33.6% | $2,623-23.5% |
| Participant deferral / active EE | $2,439 | $4,415-44.8% | $5,053-51.7% | $4,346-43.9% |
| Admin fee / account holder | $263 | $2,001-86.9% | $9,451-97.2% | $1,942-86.5% |