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.7 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $4,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,210 | $101,317+15.7% | $146,958-20.2% | $74,495+57.3% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.8pp |
| Annual return | 27.44% | 8730.91%-8703.5pp | 418.34%-390.9pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $4,258 | $3,810+11.8% | $4,933-13.7% | $2,623+62.3% |
| Participant deferral / active EE | $7,214 | $7,303-1.2% | $8,070-10.6% | $4,346+66.0% |
| Admin fee / account holder | $19 | $1,739-98.9% | $12,998-99.9% | $1,942-99.0% |