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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $80,644 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,047 | $71,142-12.8% | $119,609-48.1% | $64,808-4.3% |
| Participation rate | 99.5% | 78.6%+20.9pp | 79.3%+20.2pp | 71.5%+28.0pp |
| Annual return | -19.82% | -10.01%-9.8pp | -14.97%-4.9pp | 32.82%-52.6pp |
| Employer contribution / active EE | $982 | $2,497-60.7% | $4,232-76.8% | $2,506-60.8% |
| Participant deferral / active EE | $4,441 | $4,490-1.1% | $5,602-20.7% | $4,310+3.0% |
| Admin fee / account holder | $193 | $162+19.3% | $10,323-98.1% | $188+3.0% |