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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,364 |
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 | $44,902 | $55,453-19.0% | $170,442-73.7% | $62,292-27.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.73% | 21.38%-3.6pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,632 | $2,164-24.6% | $5,433-70.0% | $2,042-20.1% |
| Participant deferral / active EE | $4,138 | $2,303+79.7% | $4,939-16.2% | $3,169+30.6% |
| Admin fee / account holder | $150 | $455-66.9% | $13,880-98.9% | $479-68.6% |