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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $64,213 |
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 | $75,342 | $54,390+38.5% | $117,039-35.6% | $69,631+8.2% |
| Participation rate | 86.0% | 58.5%+27.4pp | 77.2%+8.8pp | 70.7%+15.3pp |
| Annual return | 27.24% | 18.33%+8.9pp | 18.95%+8.3pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $1,741 | $1,357+28.4% | $3,785-54.0% | $2,032-14.3% |
| Participant deferral / active EE | $3,251 | $2,076+56.6% | $3,929-17.3% | $3,224+0.8% |
| Admin fee / account holder | $231 | $98+136.3% | $5,974-96.1% | $110+109.2% |