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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,123 |
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 | $76,299 | $73,102+4.4% | $123,544-38.2% | $56,287+35.6% |
| Participation rate | 76.8% | 74.3%+2.5pp | 82.3%-5.5pp | 69.9%+6.9pp |
| Annual return | -4.23% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,554 | $2,977-47.8% | $4,628-66.4% | $2,111-26.4% |
| Participant deferral / active EE | $4,281 | $5,423-21.1% | $6,426-33.4% | $3,350+27.8% |
| Admin fee / account holder | $175 | $554-68.4% | $9,284-98.1% | $521-66.4% |