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 Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $35,504 |
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 | $50,765 | $50,464+0.6% | $75,781-33.0% | $52,331-3.0% |
| Participation rate | 72.6% | 66.8%+5.8pp | 75.8%-3.2pp | 68.1%+4.5pp |
| Annual return | -0.41% | 1.03%-1.4pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,367 | $1,988-31.3% | $3,323-58.9% | $1,882-27.4% |
| Participant deferral / active EE | $3,795 | $2,570+47.6% | $3,651+3.9% | $3,022+25.6% |
| Admin fee / account holder | $269 | $1,103-75.6% | $5,299-94.9% | $592-54.5% |