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.7 years Service code 15 · EIN 48-1205033 | Recordkeeping | $11,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,121 | $48,335-31.5% | $121,098-72.6% | $71,457-53.6% |
| Participation rate | 75.8% | 54.3%+21.5pp | 69.5%+6.3pp | 67.9%+7.8pp |
| Annual return | 21.42% | 23.32%-1.9pp | 985.75%-964.3pp | 28.85%-7.4pp |
| Employer contribution / active EE | $625 | $1,489-58.0% | $4,164-85.0% | $2,588-75.9% |
| Participant deferral / active EE | $1,741 | $2,754-36.8% | $4,080-57.3% | $4,289-59.4% |
| Admin fee / account holder | $68 | $1,841-96.3% | $5,644-98.8% | $1,587-95.7% |