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 | $69,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,682 | $73,404-24.1% | $87,100-36.1% | $67,579-17.6% |
| Participation rate | 93.5% | 80.9%+12.7pp | 76.9%+16.7pp | 71.3%+22.2pp |
| Annual return | 4.55% | 48.29%-43.7pp | 28.19%-23.6pp | 378.56%-374.0pp |
| Employer contribution / active EE | $2,180 | $2,014+8.2% | $2,521-13.5% | $2,148+1.5% |
| Participant deferral / active EE | $4,281 | $3,913+9.4% | $4,049+5.7% | $3,539+21.0% |
| Admin fee / account holder | $157 | $142+10.6% | $7,497-97.9% | $142+10.1% |