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 year Service code 15 · EIN 45-6062081 | Recordkeeping | $24,572 |
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 | $43,929 | $49,915-12.0% | $154,803-71.6% | $74,304-40.9% |
| Participation rate | 74.1% | 54.0%+20.1pp | 78.1%-4.0pp | 60.3%+13.7pp |
| Annual return | 10.25% | 34.06%-23.8pp | 58.88%-48.6pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,661 | $1,611+3.1% | $4,305-61.4% | $2,241-25.9% |
| Participant deferral / active EE | $2,403 | $2,255+6.6% | $5,540-56.6% | $3,767-36.2% |
| Admin fee / account holder | $165 | $2,189-92.5% | $14,329-98.8% | $2,969-94.4% |