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 | $10,570 |
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 | $22,794 | $46,173-50.6% | $170,442-86.6% | $69,631-67.3% |
| Participation rate | 71.0% | 63.9%+7.1pp | 83.6%-12.6pp | 70.7%+0.4pp |
| Annual return | 15.10% | 21.62%-6.5pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,040 | $1,610-35.4% | $5,433-80.9% | $2,032-48.8% |
| Participant deferral / active EE | $2,044 | $2,080-1.7% | $4,939-58.6% | $3,224-36.6% |
| Admin fee / account holder | $23 | $116-80.1% | $13,880-99.8% | $110-79.1% |