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 | $22,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,463 | $50,815+32.8% | $155,509-56.6% | $77,643-13.1% |
| Participation rate | 85.6% | 63.1%+22.5pp | 78.2%+7.4pp | 70.6%+15.0pp |
| Annual return | 12.99% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,315 | $1,993+66.3% | $4,672-29.1% | $2,726+21.6% |
| Participant deferral / active EE | $4,709 | $2,822+66.9% | $5,626-16.3% | $4,647+1.3% |
| Admin fee / account holder | $71 | $437-83.7% | $15,912-99.6% | $430-83.5% |