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 | $60,261+192.7% | $81,783+115.6% | $74,546+136.6% |
| Participation rate | 91.4% | 62.9%+28.5pp | 72.4%+19.1pp | 67.2%+24.2pp |
| Annual return | 13.65% | 16.88%-3.2pp | 775.05%-761.4pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,707 | $2,622+41.4% | $2,913+27.3% | $2,624+41.3% |
| Participant deferral / active EE | $4,180 | $3,388+23.4% | $4,320-3.3% | $4,347-3.9% |
| Admin fee / account holder | $11 | $1,482-99.3% | $7,380-99.9% | $1,944-99.5% |