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 | $14,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,111 | $95,416-59.0% | $185,823-79.0% | $85,850-54.4% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 17.73% | 23.59%-5.9pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,455 | $3,314-25.9% | $5,167-52.5% | $2,565-4.3% |
| Participant deferral / active EE | $5,246 | $3,423+53.2% | $5,568-5.8% | $3,952+32.8% |
| Admin fee / account holder | $113 | $7,213-98.4% | $16,237-99.3% | $6,260-98.2% |