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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,201 |
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 | $46,324 | $46,100+0.5% | $86,590-46.5% | $69,631-33.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 25.87% | 21.02%+4.9pp | 964.84%-939.0pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $4,628 | $1,850+150.2% | $2,839+63.0% | $2,032+127.8% |
| Participant deferral / active EE | $3,967 | $2,432+63.1% | $3,609+9.9% | $3,224+23.1% |
| Admin fee / account holder | $24 | $94-74.1% | $4,906-99.5% | $110-78.0% |