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.8 years Service code 15 · EIN 48-1205033 | Recordkeeping | $12,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,656 | $52,406-26.2% | $129,207-70.1% | $74,495-48.1% |
| Participation rate | 71.6% | 53.8%+17.8pp | 69.6%+2.0pp | 67.2%+4.4pp |
| Annual return | 16.28% | 15.66%+0.6pp | 9417.33%-9401.0pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $672 | $1,531-56.1% | $4,153-83.8% | $2,623-74.4% |
| Participant deferral / active EE | $1,869 | $2,794-33.1% | $4,168-55.2% | $4,346-57.0% |
| Admin fee / account holder | $99 | $2,633-96.2% | $7,715-98.7% | $1,942-94.9% |