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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,347 | $39,859+94.1% | $78,689-1.7% | $57,658+34.1% |
| Participation rate | 83.1% | 66.1%+17.0pp | 73.6%+9.6pp | 70.2%+12.9pp |
| Annual return | 7.99% | 18.96%-11.0pp | 62.18%-54.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,192 | $2,248+42.0% | $3,517-9.2% | $3,061+4.3% |
| Admin fee / account holder | $8 | $76-90.1% | $4,510-99.8% | $95-92.0% |