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 19 · EIN 45-6062081 | Securities Custodian | $11,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,497 | $59,328+28.9% | $118,925-35.7% | $73,488+4.1% |
| Participation rate | 70.4% | 62.3%+8.1pp | 75.4%-5.0pp | 70.7%-0.3pp |
| Annual return | 12.48% | 19.13%-6.6pp | 35.88%-23.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,065 | $2,604+17.7% | $4,265-28.1% | $3,740-18.0% |
| Admin fee / account holder | $57 | $600-90.5% | $6,581-99.1% | $513-88.9% |