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 | $77,111 |
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 | $116,178 | $80,177+44.9% | $123,892-6.2% | $57,658+101.5% |
| Participation rate | 99.6% | 74.4%+25.2pp | 81.4%+18.2pp | 70.2%+29.4pp |
| Annual return | 11.10% | 17.90%-6.8pp | 47.52%-36.4pp | 5.13%+6.0pp |
| Employer contribution / active EE | $9,984 | $2,913+242.8% | $4,617+116.2% | $1,974+405.8% |
| Participant deferral / active EE | $6,766 | $5,130+31.9% | $5,984+13.1% | $3,061+121.1% |
| Admin fee / account holder | $254 | $106+138.6% | $8,357-97.0% | $95+168.3% |