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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $15,360 |
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 | $39,753 | $55,415-28.3% | $155,509-74.4% | $74,495-46.6% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.4pp | 67.2%+28.3pp |
| Annual return | 13.86% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $827 | $2,267-63.5% | $4,672-82.3% | $2,623-68.5% |
| Participant deferral / active EE | $3,466 | $2,836+22.2% | $5,626-38.4% | $4,346-20.2% |
| Admin fee / account holder | $106 | $1,738-93.9% | $15,912-99.3% | $1,942-94.5% |