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 16 · EIN 45-0140105 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,250 |
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 | $81,294 | $69,305+17.3% | $82,313-1.2% | $69,631+16.7% |
| Participation rate | 93.7% | 80.3%+13.4pp | 76.9%+16.8pp | 70.7%+23.0pp |
| Annual return | 21.16% | 21.47%-0.3pp | 25.88%-4.7pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $1,868 | $1,887-1.0% | $2,428-23.1% | $2,032-8.1% |
| Participant deferral / active EE | $5,841 | $3,568+63.7% | $3,706+57.6% | $3,224+81.2% |
| Admin fee / account holder | $102 | $97+4.6% | $5,608-98.2% | $110-8.0% |