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 | $2,789 |
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 | $76,261 | $60,349+26.4% | $74,183+2.8% | $62,891+21.3% |
| Participation rate | 73.6% | 72.7%+0.9pp | 76.6%-3.0pp | 69.3%+4.3pp |
| Annual return | 12.35% | 21.37%-9.0pp | 17.74%-5.4pp | 20.14%-7.8pp |
| Employer contribution / active EE | $1,274 | $1,680-24.2% | $2,370-46.2% | $2,281-44.1% |
| Participant deferral / active EE | $4,295 | $2,856+50.4% | $3,550+21.0% | $3,203+34.1% |
| Admin fee / account holder | $32 | $4,261-99.2% | $5,586-99.4% | $4,296-99.3% |