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 | $43,413 |
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 | $68,361 | $65,376+4.6% | $87,100-21.5% | $65,185+4.9% |
| Participation rate | 92.5% | 75.3%+17.1pp | 76.9%+15.6pp | 70.2%+22.3pp |
| Annual return | 10.44% | 31.27%-20.8pp | 28.19%-17.7pp | 29.38%-18.9pp |
| Employer contribution / active EE | $1,616 | $1,822-11.3% | $2,521-35.9% | $2,177-25.8% |
| Participant deferral / active EE | $3,754 | $3,388+10.8% | $4,049-7.3% | $3,514+6.8% |
| Admin fee / account holder | $257 | $520-50.6% | $7,497-96.6% | $847-69.7% |