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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $23,133 |
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 | $89,552 | $89,652-0.1% | $141,162-36.6% | $65,185+37.4% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.5%-3.0pp | 70.2%+9.3pp |
| Annual return | 24.15% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,556 | $3,065-49.2% | $4,735-67.1% | $2,177-28.5% |
| Participant deferral / active EE | $4,925 | $5,691-13.5% | $6,709-26.6% | $3,514+40.2% |
| Admin fee / account holder | $170 | $569-70.1% | $10,261-98.3% | $847-79.9% |