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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,806 | $38,925+76.8% | $73,843-6.8% | $55,191+24.7% |
| Participation rate | 84.0% | 66.0%+17.9pp | 73.4%+10.5pp | 69.2%+14.8pp |
| Annual return | 3.05% | 6.31%-3.3pp | 2267.84%-2264.8pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,001 | $2,351+27.6% | $3,583-16.3% | $3,046-1.5% |
| Admin fee / account holder | $7 | $83-91.7% | $4,880-99.9% | $91-92.5% |