See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,420 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,490 | $63,299+47.7% | $91,001+2.7% | $62,292+50.1% |
| Participation rate | 87.6% | 73.3%+14.3pp | 75.6%+12.0pp | 69.5%+18.1pp |
| Annual return | 16.32% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,409 | $2,943-18.1% | $3,547-32.1% | $3,169-24.0% |
| Admin fee / account holder | $12 | $468-97.5% | $5,417-99.8% | $479-97.6% |