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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $58,694 |
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 | $40,714 | $63,114-35.5% | $92,893-56.2% | $65,185-37.5% |
| Participation rate | 89.7% | 68.8%+20.9pp | 76.0%+13.7pp | 70.2%+19.5pp |
| Annual return | 18.62% | 28.75%-10.1pp | 109.41%-90.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $5,061 | $2,571+96.9% | $3,653+38.5% | $2,177+132.5% |
| Participant deferral / active EE | $5,380 | $3,108+73.1% | $4,236+27.0% | $3,514+53.1% |
| Admin fee / account holder | $115 | $624-81.5% | $5,794-98.0% | $847-86.4% |