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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,074 |
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 | $65,732 | $88,515-25.7% | $162,163-59.5% | $67,579-2.7% |
| Participation rate | 94.5% | 86.8%+7.7pp | 87.6%+6.9pp | 71.3%+23.2pp |
| Annual return | 22.40% | 27.04%-4.6pp | 115.59%-93.2pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,190 | $3,563-38.5% | $5,614-61.0% | $2,148+2.0% |
| Participant deferral / active EE | $4,188 | $5,724-26.8% | $7,298-42.6% | $3,539+18.3% |
| Admin fee / account holder | $24 | $124-80.3% | $10,843-99.8% | $142-82.9% |