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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,597 | $79,519-42.7% | $95,952-52.5% | $73,409-37.9% |
| Participation rate | 83.4% | 81.2%+2.3pp | 77.1%+6.4pp | 72.2%+11.3pp |
| Annual return | 16.94% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,521 | $2,048-25.7% | $2,541-40.1% | $2,234-31.9% |
| Participant deferral / active EE | $2,856 | $4,138-31.0% | $4,167-31.5% | $3,805-25.0% |
| Admin fee / account holder | $39 | $184-78.8% | $6,795-99.4% | $158-75.3% |