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 8-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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,894 | $77,660-13.9% | $109,143-38.7% | $79,386-15.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 21.24% | 23.44%-2.2pp | 25.75%-4.5pp | 116.85%-95.6pp |
| Employer contribution / active EE | $4,501 | $2,797+60.9% | $3,722+20.9% | $2,427+85.4% |
| Participant deferral / active EE | $8,414 | $3,518+139.2% | $4,653+80.8% | $4,046+108.0% |
| Admin fee / account holder | $27 | $732-96.4% | $6,752-99.6% | $626-95.8% |