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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $46,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,516 | $69,362-32.9% | $101,248-54.1% | $73,488-36.7% |
| Participation rate | 92.3% | 68.4%+23.9pp | 75.8%+16.5pp | 70.7%+21.6pp |
| Annual return | 15.15% | 18.46%-3.3pp | 46.47%-31.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $5,747 | $2,628+118.7% | $3,660+57.1% | $2,270+153.2% |
| Participant deferral / active EE | $6,766 | $3,300+105.1% | $4,370+54.8% | $3,740+80.9% |
| Admin fee / account holder | $89 | $704-87.3% | $5,945-98.5% | $513-82.6% |