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 | $39,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,473 | $55,472-25.2% | $155,567-73.3% | $74,546-44.4% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 14.39% | 268.72%-254.3pp | 64.74%-50.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,358 | $2,269+3.9% | $4,674-49.6% | $2,624-10.2% |
| Participant deferral / active EE | $3,566 | $2,838+25.6% | $5,628-36.6% | $4,347-18.0% |
| Admin fee / account holder | $206 | $1,743-88.2% | $15,916-98.7% | $1,944-89.4% |