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.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,488 | $79,171+29.5% | $102,423+0.1% | $74,495+37.6% |
| Participation rate | 87.6% | 74.8%+12.8pp | 76.5%+11.1pp | 67.2%+20.4pp |
| Annual return | 13.13% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,920 | $2,362+23.6% | $3,023-3.4% | $2,623+11.3% |
| Participant deferral / active EE | $4,063 | $4,415-8.0% | $5,053-19.6% | $4,346-6.5% |
| Admin fee / account holder | $222 | $2,001-88.9% | $9,451-97.7% | $1,942-88.6% |