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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $77,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,391 | $76,670+19.2% | $96,683-5.5% | $71,457+27.9% |
| Participation rate | 95.8% | 66.6%+29.2pp | 74.3%+21.5pp | 67.9%+27.9pp |
| Annual return | 16.78% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $7,224 | $3,031+138.3% | $3,737+93.3% | $2,588+179.2% |
| Participant deferral / active EE | $7,190 | $3,771+90.7% | $4,878+47.4% | $4,289+67.7% |
| Admin fee / account holder | $242 | $2,028-88.1% | $6,730-96.4% | $1,587-84.8% |