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+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $26,101 |
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 | $36,273 | $50,464-28.1% | $75,781-52.1% | $52,331-30.7% |
| Participation rate | 93.1% | 66.8%+26.3pp | 75.8%+17.3pp | 68.1%+25.0pp |
| Annual return | 0.03% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $4,348 | $1,988+118.7% | $3,323+30.8% | $1,882+131.1% |
| Participant deferral / active EE | $4,202 | $2,570+63.5% | $3,651+15.1% | $3,022+39.0% |
| Admin fee / account holder | $64 | $1,103-94.2% | $5,299-98.8% | $592-89.1% |