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 | $41,853 |
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 | $34,850 | $54,390-35.9% | $117,039-70.2% | $69,631-50.0% |
| Participation rate | 98.1% | 58.5%+39.5pp | 77.2%+20.9pp | 70.7%+27.4pp |
| Annual return | 15.89% | 18.33%-2.4pp | 18.95%-3.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,452 | $1,357+80.8% | $3,785-35.2% | $2,032+20.7% |
| Participant deferral / active EE | $3,597 | $2,076+73.3% | $3,929-8.4% | $3,224+11.6% |
| Admin fee / account holder | $112 | $98+14.3% | $5,974-98.1% | $110+1.2% |