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 | $2,427 |
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 | $92,902 | $67,606+37.4% | $82,313+12.9% | $70,131+32.5% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.3pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,589 | $1,755-9.5% | $2,428-34.6% | $2,342-32.2% |
| Participant deferral / active EE | $5,684 | $2,987+90.3% | $3,706+53.4% | $3,332+70.6% |
| Admin fee / account holder | $29 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |