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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $21,835 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,830 | $78,485-8.5% | $106,213-32.4% | $74,495-3.6% |
| Participation rate | 87.7% | 72.8%+14.9pp | 75.3%+12.4pp | 67.2%+20.5pp |
| Annual return | 11.83% | 15.95%-4.1pp | 116.14%-104.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $7,600 | $2,523+201.3% | $3,171+139.6% | $2,623+189.8% |
| Participant deferral / active EE | $5,523 | $4,322+27.8% | $5,016+10.1% | $4,346+27.1% |
| Admin fee / account holder | $69 | $2,232-96.9% | $11,033-99.4% | $1,942-96.5% |