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 | $13,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,494 | $65,946+40.3% | $81,783+13.1% | $77,671+19.1% |
| Participation rate | 94.3% | 65.8%+28.5pp | 72.4%+21.9pp | 70.6%+23.7pp |
| Annual return | 16.29% | 26.65%-10.4pp | 775.05%-758.8pp | 31.21%-14.9pp |
| Employer contribution / active EE | $6,315 | $2,371+166.3% | $2,913+116.8% | $2,726+131.6% |
| Participant deferral / active EE | $7,758 | $3,507+121.2% | $4,320+79.6% | $4,648+66.9% |
| Admin fee / account holder | $26 | $527-95.0% | $7,380-99.6% | $430-93.9% |