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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $69,943 |
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 | $67,855 | $79,519-14.7% | $95,952-29.3% | $73,409-7.6% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 10.48% | 19.20%-8.7pp | 91.61%-81.1pp | 59.29%-48.8pp |
| Employer contribution / active EE | $2,115 | $2,048+3.3% | $2,541-16.8% | $2,234-5.3% |
| Participant deferral / active EE | $4,935 | $4,138+19.3% | $4,167+18.4% | $3,805+29.7% |
| Admin fee / account holder | $186 | $184+0.7% | $6,795-97.3% | $158+17.5% |