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 | $37,378 |
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 | $58,822 | $59,186-0.6% | $76,768-23.4% | $56,287+4.5% |
| Participation rate | 94.2% | 75.2%+18.9pp | 77.0%+17.2pp | 69.9%+24.3pp |
| Annual return | 0.57% | 6.62%-6.0pp | 2.43%-1.9pp | -9.96%+10.5pp |
| Employer contribution / active EE | $1,775 | $1,759+0.9% | $2,485-28.6% | $2,111-15.9% |
| Participant deferral / active EE | $4,037 | $3,255+24.0% | $3,852+4.8% | $3,350+20.5% |
| Admin fee / account holder | $219 | $489-55.3% | $6,675-96.7% | $521-58.0% |