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 | $41,067 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,366 | $46,761-30.8% | $106,619-69.6% | $57,658-43.9% |
| Participation rate | 96.9% | 56.9%+40.0pp | 78.0%+18.9pp | 70.2%+26.6pp |
| Annual return | 0.14% | 15.77%-15.6pp | 9.42%-9.3pp | 5.13%-5.0pp |
| Employer contribution / active EE | $2,280 | $1,274+79.0% | $3,947-42.2% | $1,974+15.5% |
| Participant deferral / active EE | $3,368 | $1,954+72.3% | $3,930-14.3% | $3,061+10.0% |
| Admin fee / account holder | $120 | $97+24.5% | $6,418-98.1% | $95+27.4% |