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.2+ years Filed as: ALERUS Service code 15 10900 WAYZATA BLVD, STE 120 · MINNETONKA, MN 55305 | Recordkeeping | $8,441 |
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 | $43,124 | $56,629-23.8% | $77,999-44.7% | $55,167-21.8% |
| Participation rate | 74.6% | 73.3%+1.3pp | 75.5%-0.9pp | 69.0%+5.7pp |
| Annual return | 10.51% | 2866.98%-2856.5pp | 425.96%-415.5pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,586 | $2,777-42.9% | $3,497-54.6% | $3,054-48.1% |
| Admin fee / account holder | $76 | $467-83.7% | $5,480-98.6% | $504-84.9% |