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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,834 |
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 | $133,906 | $69,159+93.6% | $125,175+7.0% | $67,579+98.1% |
| Participation rate | 80.8% | 78.2%+2.6pp | 79.8%+1.0pp | 71.3%+9.5pp |
| Annual return | 21.39% | 27.12%-5.7pp | 43.79%-22.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,535 | $2,023-24.1% | $3,865-60.3% | $2,148-28.5% |
| Participant deferral / active EE | $6,595 | $3,700+78.3% | $4,937+33.6% | $3,539+86.3% |
| Admin fee / account holder | $17 | $142-87.9% | $9,702-99.8% | $142-88.0% |