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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,838 | $86,897-13.9% | $151,611-50.6% | $64,808+15.5% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.5%+8.7pp | 71.5%+24.7pp |
| Annual return | -14.89% | -3.57%-11.3pp | 3.33%-18.2pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,720 | $4,010-32.2% | $6,166-55.9% | $2,506+8.5% |
| Participant deferral / active EE | $5,163 | $6,690-22.8% | $8,363-38.3% | $4,310+19.8% |
| Admin fee / account holder | $31 | $153-79.6% | $11,616-99.7% | $188-83.4% |