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.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,918 | $61,272-47.9% | $149,673-78.7% | $71,457-55.3% |
| Participation rate | 96.0% | 62.5%+33.5pp | 78.8%+17.2pp | 67.9%+28.1pp |
| Annual return | 15.88% | 35.85%-20.0pp | 134.42%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,165 | $2,378-51.0% | $4,818-75.8% | $2,588-55.0% |
| Participant deferral / active EE | $3,963 | $2,917+35.9% | $5,680-30.2% | $4,289-7.6% |
| Admin fee / account holder | $210 | $1,261-83.3% | $13,210-98.4% | $1,587-86.8% |