See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS Service code 16 · EIN 45-0140105 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,737 | $185,342-32.7% | $111,297+12.1% | $86,799+43.7% |
| Participation rate | 95.0% | 81.0%+14.0pp | 77.3%+17.7pp | 72.3%+22.7pp |
| Annual return | 16.71% | 500.80%-484.1pp | 54.65%-37.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,992 | $2,246-11.3% | $2,731-27.1% | $2,405-17.2% |
| Participant deferral / active EE | $6,529 | $4,458+46.4% | $4,487+45.5% | $4,131+58.1% |
| Admin fee / account holder | $101 | $255-60.4% | $7,964-98.7% | $170-40.4% |