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 | $2,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,626 | $94,625+41.2% | $116,228+15.0% | $84,808+57.6% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.6%+18.8pp | 68.3%+25.0pp |
| Annual return | 14.99% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,051 | $2,347-55.2% | $2,994-64.9% | $2,631-60.1% |
| Participant deferral / active EE | $3,856 | $3,972-2.9% | $4,953-22.1% | $4,212-8.4% |
| Admin fee / account holder | $27 | $10,091-99.7% | $11,989-99.8% | $7,344-99.6% |