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 | $22,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,633 | $95,416-73.1% | $185,823-86.2% | $85,850-70.1% |
| Participation rate | 91.4% | 68.8%+22.6pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 23.86% | 23.59%+0.3pp | 122.05%-98.2pp | 318.53%-294.7pp |
| Employer contribution / active EE | $986 | $3,314-70.3% | $5,167-80.9% | $2,565-61.6% |
| Participant deferral / active EE | $2,315 | $3,423-32.4% | $5,568-58.4% | $3,952-41.4% |
| Admin fee / account holder | $220 | $7,213-97.0% | $16,237-98.6% | $6,260-96.5% |