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 | $218,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,927 | $48,698-34.4% | $93,606-65.9% | $199,593-84.0% |
| Participation rate | 97.1% | 63.5%+33.6pp | 68.7%+28.4pp | 72.0%+25.1pp |
| Annual return | 17.81% | 15.34%+2.5pp | 133.20%-115.4pp | 34.25%-16.4pp |
| Employer contribution / active EE | $2,163 | $1,135+90.6% | $2,420-10.6% | $3,034-28.7% |
| Participant deferral / active EE | $5,302 | $2,817+88.2% | $4,411+20.2% | $5,087+4.2% |
| Admin fee / account holder | $79 | $195-59.4% | $8,285-99.0% | $269-70.6% |