See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $39,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,403 | $104,475+16.2% | $159,436-23.9% | $79,386+52.9% |
| Participation rate | 81.1% | 76.6%+4.4pp | 82.8%-1.8pp | 70.7%+10.4pp |
| Annual return | 16.48% | 67.95%-51.5pp | 263.57%-247.1pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,663 | $3,417-51.3% | $4,829-65.6% | $2,427-31.5% |
| Participant deferral / active EE | $5,613 | $6,467-13.2% | $7,352-23.7% | $4,046+38.7% |
| Admin fee / account holder | $274 | $711-61.5% | $10,799-97.5% | $626-56.3% |