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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,510 |
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 | $174,045 | $67,411+158.2% | $91,001+91.3% | $70,131+148.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.57% | -40.16%+55.7pp | 4.60%+11.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $13,652 | $1,786+664.4% | $2,456+456.0% | $2,342+482.8% |
| Participant deferral / active EE | $2,319 | $2,823-17.9% | $3,547-34.6% | $3,332-30.4% |
| Admin fee / account holder | $13 | $4,236-99.7% | $5,417-99.8% | $4,645-99.7% |