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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $57,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,692 | $58,264-1.0% | $86,612-33.4% | $71,457-19.3% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | 18.02% | 21.63%-3.6pp | 591.07%-573.0pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,044 | $2,574-20.6% | $3,022-32.4% | $2,588-21.0% |
| Participant deferral / active EE | $3,227 | $3,436-6.1% | $4,438-27.3% | $4,289-24.8% |
| Admin fee / account holder | $231 | $1,057-78.1% | $5,614-95.9% | $1,587-85.4% |