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.11+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $100,957 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,185 | $98,727+41.0% | $113,168+23.0% | $85,563+62.7% |
| Participation rate | 89.0% | 80.8%+8.2pp | 76.6%+12.4pp | 66.0%+23.0pp |
| Annual return | 12.11% | 17.43%-5.3pp | 24.27%-12.2pp | 31.51%-19.4pp |
| Employer contribution / active EE | $2,194 | $2,907-24.5% | $2,975-26.2% | $2,654-17.3% |
| Participant deferral / active EE | $4,726 | $5,424-12.9% | $5,107-7.5% | $4,375+8.0% |
| Admin fee / account holder | $224 | $357-37.2% | $12,068-98.1% | $834-73.1% |