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 | $3,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,154 | $87,037+48.4% | $106,201+21.6% | $80,874+59.7% |
| Participation rate | 91.8% | 70.4%+21.3pp | 75.3%+16.5pp | 67.6%+24.1pp |
| Annual return | 12.80% | 17.05%-4.3pp | 116.26%-103.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $991 | $2,396-58.6% | $3,170-68.7% | $2,756-64.0% |
| Participant deferral / active EE | $3,569 | $3,986-10.5% | $5,012-28.8% | $4,297-16.9% |
| Admin fee / account holder | $33 | $8,434-99.6% | $11,039-99.7% | $6,935-99.5% |