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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,493 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,834 | $55,415-62.4% | $155,509-86.6% | $74,495-72.0% |
| Participation rate | 83.7% | 61.9%+21.8pp | 78.2%+5.5pp | 67.2%+16.5pp |
| Annual return | 15.36% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,152 | $2,267-49.2% | $4,672-75.3% | $2,623-56.1% |
| Participant deferral / active EE | $2,164 | $2,836-23.7% | $5,626-61.5% | $4,346-50.2% |
| Admin fee / account holder | $71 | $1,738-95.9% | $15,912-99.6% | $1,942-96.3% |