See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $796 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,482 | $50,637+173.5% | $86,590+59.9% | $62,292+122.3% |
| Participation rate | 95.7% | 67.9%+27.8pp | 73.5%+22.1pp | 69.5%+26.2pp |
| Annual return | 21.00% | 20.80%+0.2pp | 964.84%-943.8pp | 28.90%-7.9pp |
| Employer contribution / active EE | $3,073 | $2,075+48.1% | $2,839+8.2% | $2,042+50.5% |
| Participant deferral / active EE | $3,102 | $2,611+18.8% | $3,609-14.0% | $3,169-2.1% |
| Admin fee / account holder | $6 | $413-98.5% | $4,906-99.9% | $479-98.7% |