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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,964 | $111,491-19.3% | $189,513-52.5% | $86,799+3.6% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.8%+9.0pp | 72.3%+24.5pp |
| Annual return | 14.95% | 83.50%-68.5pp | 555.15%-540.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $2,691 | $3,951-31.9% | $6,162-56.3% | $2,405+11.9% |
| Participant deferral / active EE | $5,213 | $6,437-19.0% | $8,221-36.6% | $4,131+26.2% |
| Admin fee / account holder | $32 | $189-83.0% | $12,045-99.7% | $170-81.0% |