See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $59,008 |
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 | $162,830 | $82,202+98.1% | $125,339+29.9% | $64,808+151.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -18.56% | 3.48%-22.0pp | 572.05%-590.6pp | 32.82%-51.4pp |
| Employer contribution / active EE | $3,851 | $3,615+6.5% | $4,814-20.0% | $2,506+53.7% |
| Participant deferral / active EE | $8,388 | $7,175+16.9% | $7,446+12.6% | $4,310+94.6% |
| Admin fee / account holder | $157 | $163-3.9% | $10,010-98.4% | $188-16.4% |