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 year Service code 15 · EIN 45-6062081 | Recordkeeping | $22,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,411 | $91,190-79.8% | $178,490-89.7% | $79,858-76.9% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 19.73% | 24.19%-4.5pp | 151.07%-131.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $852 | $3,256-73.8% | $5,011-83.0% | $2,471-65.5% |
| Participant deferral / active EE | $1,806 | $3,236-44.2% | $5,202-65.3% | $3,740-51.7% |
| Admin fee / account holder | $190 | $6,751-97.2% | $13,984-98.6% | $5,306-96.4% |