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.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,678 | $76,050+23.2% | $96,544-3.0% | $71,457+31.1% |
| Participation rate | 90.1% | 74.4%+15.7pp | 76.0%+14.1pp | 67.9%+22.2pp |
| Annual return | 16.23% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,099 | $2,244-6.5% | $2,965-29.2% | $2,588-18.9% |
| Participant deferral / active EE | $3,883 | $4,215-7.9% | $4,851-20.0% | $4,289-9.5% |
| Admin fee / account holder | $184 | $2,707-93.2% | $8,252-97.8% | $1,587-88.4% |