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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,200 |
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 | $117,096 | $62,267+88.1% | $110,238+6.2% | $55,725+110.1% |
| Participation rate | 79.3% | 78.1%+1.2pp | 79.8%-0.5pp | 70.9%+8.5pp |
| Annual return | -5.63% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,530 | $1,941-21.2% | $3,826-60.0% | $2,078-26.4% |
| Participant deferral / active EE | $6,305 | $3,516+79.3% | $4,672+35.0% | $3,356+87.9% |
| Admin fee / account holder | $16 | $121-86.7% | $8,547-99.8% | $115-86.0% |