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 | $24,704 |
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 | $42,564 | $57,384-25.8% | $106,387-60.0% | $56,287-24.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.5%+22.5pp | 69.9%+30.1pp |
| Annual return | -5.51% | 5.91%-11.4pp | 0.25%-5.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,893 | $2,348-19.4% | $3,520-46.2% | $2,111-10.3% |
| Participant deferral / active EE | $4,704 | $3,799+23.8% | $5,421-13.2% | $3,350+40.4% |
| Admin fee / account holder | $148 | $566-73.9% | $7,510-98.0% | $521-71.6% |