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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,987 |
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 | $79,709 | $111,608-28.6% | $177,821-55.2% | $73,409+8.6% |
| Participation rate | 96.3% | 87.9%+8.5pp | 87.7%+8.6pp | 72.2%+24.1pp |
| Annual return | 15.90% | 18.23%-2.3pp | 48.32%-32.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,553 | $3,796-32.7% | $5,918-56.9% | $2,234+14.3% |
| Participant deferral / active EE | $4,850 | $6,199-21.8% | $7,714-37.1% | $3,805+27.5% |
| Admin fee / account holder | $28 | $166-83.4% | $12,427-99.8% | $158-82.5% |