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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,859 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,093 | $46,072-23.8% | $70,014-49.9% | $55,167-36.4% |
| Participation rate | 95.5% | 67.5%+28.1pp | 71.8%+23.7pp | 69.0%+26.5pp |
| Annual return | -2.36% | 8.68%-11.0pp | 12.99%-15.4pp | 169.23%-171.6pp |
| Employer contribution / active EE | $964 | $1,500-35.7% | $2,338-58.8% | $1,963-50.9% |
| Participant deferral / active EE | $2,699 | $2,344+15.2% | $2,931-7.9% | $3,054-11.6% |
| Admin fee / account holder | $106 | $428-75.3% | $4,380-97.6% | $504-79.0% |