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 | $55,422 |
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 | $63,472 | $62,267+1.9% | $110,238-42.4% | $55,725+13.9% |
| Participation rate | 88.5% | 78.1%+10.3pp | 79.8%+8.6pp | 70.9%+17.6pp |
| Annual return | 11.37% | -1.07%+12.4pp | 314.74%-303.4pp | 244.93%-233.6pp |
| Employer contribution / active EE | $951 | $1,941-51.0% | $3,826-75.2% | $2,078-54.3% |
| Participant deferral / active EE | $4,309 | $3,516+22.5% | $4,672-7.8% | $3,356+28.4% |
| Admin fee / account holder | $144 | $121+18.7% | $8,547-98.3% | $115+24.6% |