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 | $65,162 |
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 | $51,186 | $65,118-21.4% | $76,768-33.3% | $55,725-8.1% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.6pp | 70.9%+23.7pp |
| Annual return | 3.43% | -1.27%+4.7pp | 2.43%+1.0pp | 244.93%-241.5pp |
| Employer contribution / active EE | $2,009 | $1,941+3.5% | $2,485-19.1% | $2,078-3.3% |
| Participant deferral / active EE | $3,995 | $3,688+8.3% | $3,852+3.7% | $3,356+19.1% |
| Admin fee / account holder | $146 | $116+25.8% | $6,675-97.8% | $115+26.6% |