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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $4,367 |
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 | $52,106 | $80,005-34.9% | $140,016-62.8% | $55,725-6.5% |
| Participation rate | 96.0% | 87.0%+9.0pp | 87.5%+8.5pp | 70.9%+25.1pp |
| Annual return | -2.46% | 0.46%-2.9pp | 651.12%-653.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,990 | $3,403-41.5% | $5,606-64.5% | $2,078-4.2% |
| Participant deferral / active EE | $3,879 | $5,264-26.3% | $6,927-44.0% | $3,356+15.6% |
| Admin fee / account holder | $14 | $116-87.6% | $10,705-99.9% | $115-87.5% |