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 | $2,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,691 | $43,999+97.0% | $79,464+9.1% | $55,725+55.6% |
| Participation rate | 82.0% | 66.9%+15.0pp | 73.3%+8.6pp | 70.9%+11.1pp |
| Annual return | -4.69% | 1.81%-6.5pp | 718.14%-722.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,531 | $2,538+39.1% | $3,704-4.7% | $3,356+5.2% |
| Admin fee / account holder | $7 | $118-94.2% | $5,113-99.9% | $115-94.1% |