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.8 years Service code 15 · EIN 45-6062081 | Recordkeeping | $42,085 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,786 | $99,078-55.8% | $96,544-54.6% | $74,419-41.2% |
| Participation rate | 96.9% | 80.7%+16.2pp | 76.0%+20.9pp | 70.7%+26.1pp |
| Annual return | 18.42% | 22.48%-4.1pp | 25.84%-7.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,879 | $2,570-26.9% | $2,965-36.6% | $2,637-28.8% |
| Participant deferral / active EE | $4,033 | $4,933-18.3% | $4,851-16.9% | $4,528-10.9% |
| Admin fee / account holder | $61 | $225-72.7% | $8,252-99.3% | $348-82.4% |