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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $754 |
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 | $128,399 | $58,828+118.3% | $77,999+64.6% | $62,891+104.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.28% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $12,565 | $1,672+651.6% | $2,470+408.7% | $2,281+450.9% |
| Participant deferral / active EE | $2,250 | $2,686-16.2% | $3,497-35.7% | $3,203-29.8% |
| Admin fee / account holder | $6 | $4,393-99.9% | $5,480-99.9% | $4,296-99.9% |