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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $71,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,194 | $77,660+32.9% | $109,143-5.5% | $79,386+30.0% |
| Participation rate | 96.4% | 67.8%+28.6pp | 75.9%+20.5pp | 70.7%+25.7pp |
| Annual return | 14.38% | 23.44%-9.1pp | 25.75%-11.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $6,673 | $2,797+138.6% | $3,722+79.3% | $2,427+174.9% |
| Participant deferral / active EE | $7,877 | $3,518+123.9% | $4,653+69.3% | $4,046+94.7% |
| Admin fee / account holder | $266 | $732-63.7% | $6,752-96.1% | $626-57.5% |