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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $38,952 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,609 | $121,341-12.1% | $189,513-43.7% | $79,386+34.3% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.8%+5.9pp | 70.7%+23.0pp |
| Annual return | 18.78% | 21.08%-2.3pp | 555.15%-536.4pp | 116.85%-98.1pp |
| Employer contribution / active EE | $2,540 | $3,915-35.1% | $6,162-58.8% | $2,427+4.6% |
| Participant deferral / active EE | $5,098 | $6,395-20.3% | $8,221-38.0% | $4,046+26.0% |
| Admin fee / account holder | $207 | $651-68.1% | $12,045-98.3% | $626-66.9% |