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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,786 | $59,417-33.0% | $93,606-57.5% | $74,495-46.6% |
| Participation rate | 83.7% | 59.7%+24.1pp | 68.7%+15.0pp | 67.2%+16.5pp |
| Annual return | 13.49% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,154 | $1,264-8.7% | $2,420-52.3% | $2,623-56.0% |
| Participant deferral / active EE | $2,720 | $3,050-10.8% | $4,411-38.3% | $4,346-37.4% |
| Admin fee / account holder | $67 | $3,021-97.8% | $8,285-99.2% | $1,942-96.5% |