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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,628 | $56,629+44.1% | $77,999+4.7% | $55,167+48.0% |
| Participation rate | 87.7% | 73.3%+14.4pp | 75.5%+12.2pp | 69.0%+18.7pp |
| Annual return | 7.15% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,217 | $2,777-20.2% | $3,497-36.6% | $3,054-27.4% |
| Admin fee / account holder | $14 | $467-97.0% | $5,480-99.7% | $504-97.2% |