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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,437 | $38,075+43.0% | $93,406-41.7% | $73,488-25.9% |
| Participation rate | 70.3% | 56.7%+13.6pp | 66.8%+3.5pp | 70.7%-0.3pp |
| Annual return | 20.75% | 17.59%+3.2pp | 78.05%-57.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,241 | $1,117+11.1% | $2,075-40.2% | $2,270-45.3% |
| Participant deferral / active EE | $2,653 | $2,012+31.8% | $3,126-15.1% | $3,740-29.1% |
| Admin fee / account holder | $168 | $351-52.1% | $5,230-96.8% | $513-67.2% |