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.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $2,965 |
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 | $164,819 | $80,753+104.1% | $136,294+20.9% | $62,292+164.6% |
| Participation rate | 92.6% | 73.5%+19.0pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 16.85% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,629 | $2,884-8.8% | $4,695-44.0% | $2,042+28.7% |
| Participant deferral / active EE | $7,794 | $5,164+50.9% | $6,247+24.8% | $3,169+145.9% |
| Admin fee / account holder | $15 | $525-97.2% | $9,243-99.8% | $479-96.9% |