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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $13,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,083 | $65,061-72.2% | $143,757-87.4% | $66,914-73.0% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | 3.43% | -11.14%+14.6pp | -0.04%+3.5pp | 1.58%+1.8pp |
| Employer contribution / active EE | $1,197 | $2,361-49.3% | $4,951-75.8% | $2,544-52.9% |
| Participant deferral / active EE | $2,664 | $2,919-8.7% | $5,637-52.7% | $4,237-37.1% |
| Admin fee / account holder | $50 | $502-90.1% | $14,673-99.7% | $593-91.6% |