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.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $20,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,668 | $100,923+11.6% | $150,045-24.9% | $74,304+51.6% |
| Participation rate | 89.5% | 70.1%+19.5pp | 82.3%+7.2pp | 60.3%+29.2pp |
| Annual return | 16.67% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $3,113 | $3,463-10.1% | $4,693-33.7% | $2,241+38.9% |
| Participant deferral / active EE | $8,103 | $6,709+20.8% | $7,997+1.3% | $3,767+115.1% |
| Admin fee / account holder | $116 | $2,767-95.8% | $13,435-99.1% | $2,969-96.1% |