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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,315 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,567 | $61,156-58.2% | $185,823-86.2% | $79,386-67.8% |
| Participation rate | 79.3% | 66.6%+12.7pp | 81.7%-2.4pp | 70.7%+8.6pp |
| Annual return | 17.38% | 19.45%-2.1pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,323 | $2,321-43.0% | $5,167-74.4% | $2,427-45.5% |
| Participant deferral / active EE | $2,466 | $2,789-11.6% | $5,568-55.7% | $4,046-39.0% |
| Admin fee / account holder | $106 | $710-85.0% | $16,237-99.3% | $626-83.1% |