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 | $59,759 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,126 | $69,159-14.5% | $125,175-52.8% | $67,579-12.5% |
| Participation rate | 89.0% | 78.2%+10.8pp | 79.8%+9.2pp | 71.3%+17.7pp |
| Annual return | 2.66% | 27.12%-24.5pp | 43.79%-41.1pp | 378.56%-375.9pp |
| Employer contribution / active EE | $914 | $2,023-54.8% | $3,865-76.4% | $2,148-57.5% |
| Participant deferral / active EE | $4,179 | $3,700+13.0% | $4,937-15.4% | $3,539+18.1% |
| Admin fee / account holder | $138 | $142-2.4% | $9,702-98.6% | $142-2.8% |