See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,569 | $52,670+172.6% | $90,404+58.8% | $73,409+95.6% |
| Participation rate | 82.8% | 67.7%+15.2pp | 72.7%+10.1pp | 72.2%+10.7pp |
| Annual return | 23.84% | 20.70%+3.1pp | 1293.02%-1269.2pp | 59.29%-35.5pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,256 | $2,807+16.0% | $3,963-17.8% | $3,805-14.4% |
| Admin fee / account holder | $20 | $117-82.6% | $5,611-99.6% | $158-87.1% |