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 Filed as: ALERUS FINANACIAL, N.A. Service code 15 · EIN 45-6062081 | Recordkeeping | $4,447 |
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 | $37,240 | $60,165-38.1% | $74,183-49.8% | $55,167-32.5% |
| Participation rate | 84.1% | 74.2%+10.0pp | 76.6%+7.5pp | 69.0%+15.1pp |
| Annual return | 10.04% | 10.00%0pp | 17.74%-7.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $838 | $1,600-47.6% | $2,370-64.6% | $1,963-57.3% |
| Participant deferral / active EE | $2,585 | $2,973-13.0% | $3,550-27.2% | $3,054-15.4% |
| Admin fee / account holder | $33 | $419-92.0% | $5,586-99.4% | $504-93.4% |