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 9-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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $51,592 |
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 | $87,383 | $63,745+37.1% | $98,442-11.2% | $79,386+10.1% |
| Participation rate | 90.3% | 69.9%+20.5pp | 73.3%+17.0pp | 70.7%+19.6pp |
| Annual return | 12.80% | 625.80%-613.0pp | 1492.73%-1479.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,135 | $2,557-16.5% | $2,960-27.9% | $2,427-12.1% |
| Participant deferral / active EE | $3,374 | $3,303+2.1% | $4,276-21.1% | $4,046-16.6% |
| Admin fee / account holder | $269 | $516-47.9% | $5,949-95.5% | $626-57.1% |