See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $72,618 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,898 | $50,815+12.0% | $155,509-63.4% | $77,643-26.7% |
| Participation rate | 78.7% | 63.1%+15.6pp | 78.2%+0.5pp | 70.6%+8.1pp |
| Annual return | 15.98% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,396 | $1,993-30.0% | $4,672-70.1% | $2,726-48.8% |
| Participant deferral / active EE | $3,145 | $2,822+11.4% | $5,626-44.1% | $4,647-32.3% |
| Admin fee / account holder | $115 | $437-73.7% | $15,912-99.3% | $430-73.3% |