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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $62,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,106 | $80,724-10.7% | $103,333-30.2% | $74,495-3.2% |
| Participation rate | 95.6% | 65.7%+29.9pp | 74.5%+21.1pp | 67.2%+28.4pp |
| Annual return | 12.80% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,949 | $3,157+25.1% | $3,868+2.1% | $2,623+50.5% |
| Participant deferral / active EE | $3,801 | $3,860-1.5% | $5,057-24.8% | $4,346-12.5% |
| Admin fee / account holder | $270 | $2,368-88.6% | $8,355-96.8% | $1,942-86.1% |