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 | $15,357 |
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 | $31,512 | $61,272-48.6% | $149,673-78.9% | $71,457-55.9% |
| Participation rate | 96.0% | 62.5%+33.5pp | 78.8%+17.2pp | 67.9%+28.0pp |
| Annual return | 16.97% | 35.85%-18.9pp | 134.42%-117.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $737 | $2,378-69.0% | $4,818-84.7% | $2,588-71.5% |
| Participant deferral / active EE | $3,185 | $2,917+9.2% | $5,680-43.9% | $4,289-25.7% |
| Admin fee / account holder | $27 | $1,261-97.8% | $13,210-99.8% | $1,587-98.3% |