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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $49,935 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,455 | $84,487+10.6% | $125,339-25.4% | $66,914+39.7% |
| Participation rate | 75.9% | 76.4%-0.5pp | 82.4%-6.4pp | 69.8%+6.1pp |
| Annual return | -19.03% | -8.39%-10.6pp | 572.05%-591.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,831 | $3,553-48.5% | $4,814-62.0% | $2,544-28.0% |
| Participant deferral / active EE | $5,708 | $6,781-15.8% | $7,446-23.4% | $4,237+34.7% |
| Admin fee / account holder | $292 | $685-57.4% | $10,010-97.1% | $593-50.8% |