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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,131 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,573 | $73,404-48.8% | $87,100-56.9% | $67,579-44.4% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.9%+20.5pp | 71.3%+26.1pp |
| Annual return | 28.32% | 48.29%-20.0pp | 28.19%+0.1pp | 378.56%-350.2pp |
| Employer contribution / active EE | $1,585 | $2,014-21.3% | $2,521-37.1% | $2,148-26.2% |
| Participant deferral / active EE | $2,816 | $3,913-28.0% | $4,049-30.4% | $3,539-20.4% |
| Admin fee / account holder | $49 | $142-65.6% | $7,497-99.4% | $142-65.8% |