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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,048 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,608 | $62,928-57.7% | $172,739-84.6% | $67,579-60.6% |
| Participation rate | 83.8% | 64.5%+19.4pp | 82.6%+1.2pp | 71.3%+12.5pp |
| Annual return | 5.33% | 30.36%-25.0pp | 802.84%-797.5pp | 378.56%-373.2pp |
| Employer contribution / active EE | $1,121 | $1,636-31.5% | $5,143-78.2% | $2,148-47.8% |
| Participant deferral / active EE | $2,445 | $2,145+14.0% | $5,198-53.0% | $3,539-30.9% |
| Admin fee / account holder | $46 | $167-72.5% | $13,954-99.7% | $142-67.8% |