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 48-1205033 | Recordkeeping | $11,573 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,197 | $45,602-36.0% | $117,472-75.1% | $66,914-56.4% |
| Participation rate | 74.2% | 57.6%+16.6pp | 70.6%+3.6pp | 69.8%+4.4pp |
| Annual return | -17.70% | -16.74%-1.0pp | 29.74%-47.4pp | 1.58%-19.3pp |
| Employer contribution / active EE | $565 | $1,579-64.2% | $4,176-86.5% | $2,544-77.8% |
| Participant deferral / active EE | $1,505 | $2,845-47.1% | $4,070-63.0% | $4,237-64.5% |
| Admin fee / account holder | $104 | $661-84.2% | $5,645-98.2% | $593-82.4% |