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.1 year Service code 27 · EIN 45-6062081 | Advisory (Plan) | $14,585 |
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 | $58,839 | $58,726+0.2% | $92,233-36.2% | $62,292-5.5% |
| Participation rate | 87.6% | 68.3%+19.2pp | 76.5%+11.1pp | 69.5%+18.0pp |
| Annual return | 14.92% | 43.62%-28.7pp | 176.28%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,731 | $2,392+14.2% | $3,679-25.8% | $2,042+33.7% |
| Participant deferral / active EE | $3,217 | $2,766+16.3% | $3,897-17.5% | $3,169+1.5% |
| Admin fee / account holder | $134 | $556-75.9% | $5,194-97.4% | $479-72.0% |