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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $68,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,503 | $77,660+2.4% | $109,143-27.2% | $79,386+0.1% |
| Participation rate | 98.7% | 67.8%+30.9pp | 75.9%+22.8pp | 70.7%+28.0pp |
| Annual return | 15.72% | 23.44%-7.7pp | 25.75%-10.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $4,897 | $2,797+75.1% | $3,722+31.6% | $2,427+101.7% |
| Participant deferral / active EE | $2,550 | $3,518-27.5% | $4,653-45.2% | $4,046-37.0% |
| Admin fee / account holder | $297 | $732-59.4% | $6,752-95.6% | $626-52.5% |