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 | $3,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,329 | $106,028+25.7% | $146,958-9.3% | $77,643+71.7% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.6pp | 70.6%+27.1pp |
| Annual return | 15.14% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $5,827 | $4,063+43.4% | $4,933+18.1% | $2,726+113.8% |
| Participant deferral / active EE | $8,233 | $7,990+3.0% | $8,070+2.0% | $4,647+77.2% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.4% |