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.10+ years Service code 50 · EIN 45-6062081 | Direct Payment | $8,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,679 | $59,417+22.3% | $93,606-22.4% | $74,495-2.4% |
| Participation rate | 72.1% | 59.7%+12.5pp | 68.7%+3.4pp | 67.2%+4.9pp |
| Annual return | 14.54% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $791 | $1,264-37.4% | $2,420-67.3% | $2,623-69.8% |
| Participant deferral / active EE | $1,853 | $3,050-39.2% | $4,411-58.0% | $4,346-57.3% |
| Admin fee / account holder | $53 | $3,021-98.2% | $8,285-99.4% | $1,942-97.2% |