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 | $63,904+32.0% | $89,340-5.6% | $67,986+24.0% |
| Participation rate | 93.7% | 54.3%+39.3pp | 69.6%+24.1pp | 57.2%+36.5pp |
| Annual return | 6.10% | 18.09%-12.0pp | 20.57%-14.5pp | 31.67%-25.6pp |
| Employer contribution / active EE | $2,036 | $1,627+25.1% | $2,231-8.8% | $2,019+0.9% |
| Participant deferral / active EE | $5,616 | $2,691+108.7% | $3,823+46.9% | $3,358+67.2% |
| Admin fee / account holder | $165 | $3,315-95.0% | $6,704-97.5% | $3,203-94.9% |