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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $45,099 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,329 | $65,561+28.6% | $91,541-7.9% | $74,304+13.5% |
| Participation rate | 93.7% | 56.6%+37.1pp | 69.8%+23.9pp | 60.3%+33.3pp |
| Annual return | 6.10% | 17.68%-11.6pp | 20.50%-14.4pp | 29.43%-23.3pp |
| Employer contribution / active EE | $2,036 | $1,717+18.6% | $2,505-18.7% | $2,241-9.2% |
| Participant deferral / active EE | $5,616 | $2,918+92.5% | $4,008+40.1% | $3,767+49.1% |
| Admin fee / account holder | $165 | $3,333-95.1% | $6,956-97.6% | $2,969-94.5% |