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 9-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 | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,357 | $60,323+192.4% | $81,812+115.6% | $74,495+136.7% |
| Participation rate | 91.4% | 62.9%+28.5pp | 72.3%+19.1pp | 67.2%+24.2pp |
| Annual return | 13.65% | 16.90%-3.3pp | 773.79%-760.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,707 | $2,620+41.5% | $2,912+27.3% | $2,623+41.3% |
| Participant deferral / active EE | $4,180 | $3,387+23.4% | $4,319-3.2% | $4,346-3.8% |
| Admin fee / account holder | $11 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |