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 | $3,386 |
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 | $88,978 | $80,753+10.2% | $136,294-34.7% | $62,292+42.8% |
| Participation rate | 95.5% | 73.5%+22.0pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 24.88% | 35.83%-11.0pp | 5155.94%-5131.1pp | 28.90%-4.0pp |
| Employer contribution / active EE | $4,068 | $2,884+41.1% | $4,695-13.4% | $2,042+99.2% |
| Participant deferral / active EE | $6,146 | $5,164+19.0% | $6,247-1.6% | $3,169+93.9% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-97.0% |