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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $67,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,242 | $99,957-19.7% | $149,696-46.4% | $73,488+9.2% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 17.41% | 53.87%-36.5pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $4,193 | $3,191+31.4% | $4,644-9.7% | $2,270+84.7% |
| Participant deferral / active EE | $4,934 | $6,073-18.7% | $6,842-27.9% | $3,740+31.9% |
| Admin fee / account holder | $270 | $551-50.9% | $9,309-97.1% | $513-47.3% |