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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $53,466 |
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 | $32,411 | $52,293-38.0% | $178,490-81.8% | $73,409-55.8% |
| Participation rate | 77.9% | 65.3%+12.6pp | 81.9%-4.0pp | 72.2%+5.8pp |
| Annual return | 3.81% | 34.75%-30.9pp | 151.07%-147.3pp | 59.29%-55.5pp |
| Employer contribution / active EE | $1,212 | $1,735-30.1% | $5,011-75.8% | $2,234-45.7% |
| Participant deferral / active EE | $2,675 | $2,332+14.7% | $5,202-48.6% | $3,805-29.7% |
| Admin fee / account holder | $104 | $127-18.2% | $13,984-99.3% | $158-34.0% |