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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $16,241 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,899 | $58,879-66.2% | $178,490-88.9% | $73,488-72.9% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 17.94% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,776 | $2,236-20.6% | $5,011-64.6% | $2,270-21.8% |
| Participant deferral / active EE | $2,040 | $2,567-20.5% | $5,202-60.8% | $3,740-45.4% |
| Admin fee / account holder | $101 | $400-74.7% | $13,984-99.3% | $513-80.3% |