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 | $18,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $61,272-70.9% | $149,673-88.1% | $71,457-75.1% |
| Participation rate | 83.7% | 62.5%+21.1pp | 78.8%+4.9pp | 67.9%+15.7pp |
| Annual return | 14.22% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $974 | $2,378-59.1% | $4,818-79.8% | $2,588-62.4% |
| Participant deferral / active EE | $2,022 | $2,917-30.7% | $5,680-64.4% | $4,289-52.8% |
| Admin fee / account holder | $66 | $1,261-94.8% | $13,210-99.5% | $1,587-95.8% |