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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $78,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,974 | $50,982+11.8% | $154,803-63.2% | $85,563-33.4% |
| Participation rate | 87.9% | 59.8%+28.1pp | 78.1%+9.9pp | 66.0%+22.0pp |
| Annual return | 13.52% | 30.35%-16.8pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,547 | $1,708-9.4% | $4,305-64.1% | $2,654-41.7% |
| Participant deferral / active EE | $3,127 | $2,474+26.4% | $5,540-43.6% | $4,375-28.5% |
| Admin fee / account holder | $107 | $846-87.4% | $14,329-99.3% | $834-87.2% |