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 Service code 15 · EIN 45-6062081 | Recordkeeping | $90,854 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,555 | $155,795-11.1% | $136,294+1.7% | $69,631+99.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.95% | 232464.33%-232446.4pp | 5155.94%-5138.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $8,263 | $2,991+176.3% | $4,695+76.0% | $2,032+306.6% |
| Participant deferral / active EE | $7,825 | $5,394+45.1% | $6,247+25.3% | $3,224+142.7% |
| Admin fee / account holder | $288 | $128+124.9% | $9,243-96.9% | $110+161.2% |