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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,557 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,784 | $58,879-71.5% | $178,490-90.6% | $73,488-77.2% |
| Participation rate | 93.3% | 66.2%+27.1pp | 81.9%+11.4pp | 70.7%+22.7pp |
| Annual return | 33.07% | 24.86%+8.2pp | 151.07%-118.0pp | 28.51%+4.6pp |
| Employer contribution / active EE | $1,097 | $2,236-50.9% | $5,011-78.1% | $2,270-51.7% |
| Participant deferral / active EE | $2,142 | $2,567-16.6% | $5,202-58.8% | $3,740-42.7% |
| Admin fee / account holder | $52 | $400-86.9% | $13,984-99.6% | $513-89.8% |