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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $42,817 |
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 | $33,840 | $55,449-39.0% | $83,848-59.6% | $56,287-39.9% |
| Participation rate | 92.7% | 68.0%+24.7pp | 76.1%+16.5pp | 69.9%+22.8pp |
| Annual return | -4.43% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,316 | $2,430+77.6% | $3,631+18.9% | $2,111+104.5% |
| Participant deferral / active EE | $4,253 | $2,935+44.9% | $4,082+4.2% | $3,350+27.0% |
| Admin fee / account holder | $80 | $656-87.8% | $5,478-98.5% | $521-84.6% |