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 | $25,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,622 | $65,435+29.3% | $86,677-2.4% | $66,914+26.5% |
| Participation rate | 92.3% | 75.5%+16.9pp | 76.6%+15.7pp | 69.8%+22.5pp |
| Annual return | -14.58% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,709 | $2,153-20.6% | $2,836-39.7% | $2,544-32.8% |
| Participant deferral / active EE | $3,721 | $4,100-9.3% | $4,656-20.1% | $4,237-12.2% |
| Admin fee / account holder | $177 | $642-72.4% | $7,493-97.6% | $593-70.2% |