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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $41,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,092 | $130,194-23.1% | $169,993-41.1% | $71,457+40.1% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.0%+2.8pp | 67.9%+21.9pp |
| Annual return | 20.63% | 20.37%+0.3pp | 53.37%-32.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,652 | $4,381-39.5% | $6,785-60.9% | $2,588+2.5% |
| Participant deferral / active EE | $5,554 | $6,923-19.8% | $10,408-46.6% | $4,289+29.5% |
| Admin fee / account holder | $219 | $966-77.3% | $12,815-98.3% | $1,587-86.2% |