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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,993 |
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 | $112,635 | $99,957+12.7% | $149,696-24.8% | $73,488+53.3% |
| Participation rate | 81.5% | 75.7%+5.8pp | 82.5%-1.0pp | 70.7%+10.8pp |
| Annual return | 17.38% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,815 | $3,191-43.1% | $4,644-60.9% | $2,270-20.0% |
| Participant deferral / active EE | $5,592 | $6,073-7.9% | $6,842-18.3% | $3,740+49.5% |
| Admin fee / account holder | $177 | $551-67.9% | $9,309-98.1% | $513-65.5% |