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.3+ years Filed as: ALERUS FINANCIAL Service code 21 · EIN 45-0140105 PO BOX 64533 · ST. PAUL, MN 551640533 | Bank Trustee | $37,030 |
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 | $68,651 | $58,726+16.9% | $92,233-25.6% | $62,292+10.2% |
| Participation rate | 90.8% | 68.3%+22.4pp | 76.5%+14.3pp | 69.5%+21.2pp |
| Annual return | 17.98% | 43.62%-25.6pp | 176.28%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,551 | $2,392-35.2% | $3,679-57.8% | $2,042-24.1% |
| Participant deferral / active EE | $4,611 | $2,766+66.7% | $3,897+18.3% | $3,169+45.5% |
| Admin fee / account holder | $276 | $556-50.3% | $5,194-94.7% | $479-42.3% |