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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $62,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,485 | $46,292-19.0% | $143,757-73.9% | $64,808-42.2% |
| Participation rate | 82.1% | 64.2%+17.9pp | 80.3%+1.8pp | 71.5%+10.6pp |
| Annual return | -6.65% | -10.05%+3.4pp | -0.04%-6.6pp | 32.82%-39.5pp |
| Employer contribution / active EE | $1,194 | $1,910-37.5% | $4,951-75.9% | $2,506-52.3% |
| Participant deferral / active EE | $2,962 | $2,646+11.9% | $5,637-47.5% | $4,310-31.3% |
| Admin fee / account holder | $97 | $154-37.0% | $14,673-99.3% | $188-48.5% |