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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,407 |
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 | $35,818 | $43,423-17.5% | $78,689-54.5% | $55,167-35.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.86% | 11.53%-2.7pp | 62.18%-53.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $4,506 | $1,997+125.7% | $2,851+58.1% | $1,963+129.6% |
| Participant deferral / active EE | $3,287 | $2,509+31.0% | $3,517-6.5% | $3,054+7.6% |
| Admin fee / account holder | $21 | $416-95.0% | $4,510-99.5% | $504-95.9% |