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 | $45,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,847 | $65,820-62.2% | $108,745-77.2% | $57,658-56.9% |
| Participation rate | 71.0% | 72.7%-1.7pp | 77.7%-6.7pp | 70.2%+0.8pp |
| Annual return | 10.19% | 21.32%-11.1pp | 46.22%-36.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,013 | $2,285-55.7% | $3,323-69.5% | $1,974-48.7% |
| Participant deferral / active EE | $3,325 | $3,578-7.0% | $5,121-35.1% | $3,061+8.7% |
| Admin fee / account holder | $55 | $91-39.3% | $6,144-99.1% | $95-41.5% |