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 Filed as: ALERUS Service code 16 · EIN 45-0140105 | Consulting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,040 |
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 | $94,165 | $73,404+28.3% | $87,100+8.1% | $67,579+39.3% |
| Participation rate | 90.1% | 80.9%+9.2pp | 76.9%+13.2pp | 71.3%+18.8pp |
| Annual return | 22.75% | 48.29%-25.5pp | 28.19%-5.4pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,952 | $2,014-3.1% | $2,521-22.6% | $2,148-9.1% |
| Participant deferral / active EE | $5,881 | $3,913+50.3% | $4,049+45.3% | $3,539+66.2% |
| Admin fee / account holder | $89 | $142-37.2% | $7,497-98.8% | $142-37.5% |