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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,080 |
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 | $37,914 | $46,732-18.9% | $156,549-75.8% | $55,167-31.3% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.2pp | 69.0%+30.3pp |
| Annual return | 7.99% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,616 | $2,105-23.2% | $5,501-70.6% | $1,963-17.6% |
| Participant deferral / active EE | $4,029 | $2,204+82.8% | $4,871-17.3% | $3,054+31.9% |
| Admin fee / account holder | $154 | $418-63.2% | $13,027-98.8% | $504-69.4% |