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.5 years Service code 15 · EIN 48-1205033 | Recordkeeping | $5,326 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,587 | $61,052-18.8% | $142,863-65.3% | $79,386-37.5% |
| Participation rate | 72.4% | 60.1%+12.3pp | 71.9%+0.5pp | 70.7%+1.7pp |
| Annual return | 11.40% | 16.02%-4.6pp | 5637.54%-5626.1pp | 116.85%-105.5pp |
| Employer contribution / active EE | $535 | $1,481-63.9% | $4,144-87.1% | $2,427-78.0% |
| Participant deferral / active EE | $1,598 | $2,879-44.5% | $3,837-58.4% | $4,046-60.5% |
| Admin fee / account holder | $54 | $659-91.8% | $6,560-99.2% | $626-91.3% |