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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,842 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,277 | $81,537-34.7% | $149,718-64.4% | $69,631-23.5% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.1%+9.0pp | 70.7%+25.4pp |
| Annual return | 17.65% | 22.79%-5.1pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,863 | $3,239-42.5% | $5,445-65.8% | $2,032-8.3% |
| Participant deferral / active EE | $3,597 | $4,994-28.0% | $6,569-45.2% | $3,224+11.6% |
| Admin fee / account holder | $16 | $107-85.0% | $11,283-99.9% | $110-85.5% |