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.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $73,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,785 | $50,982-12.2% | $154,803-71.1% | $85,563-47.7% |
| Participation rate | 83.0% | 59.8%+23.2pp | 78.1%+4.9pp | 66.0%+17.0pp |
| Annual return | 15.49% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $5,778 | $1,708+238.2% | $4,305+34.2% | $2,654+117.7% |
| Participant deferral / active EE | $1,481 | $2,474-40.1% | $5,540-73.3% | $4,375-66.1% |
| Admin fee / account holder | $138 | $846-83.7% | $14,329-99.0% | $834-83.5% |