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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $12,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,465 | $100,227-12.7% | $169,993-48.5% | $74,419+17.5% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.0%+8.0pp | 70.7%+24.3pp |
| Annual return | 18.48% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,739 | $4,263-35.7% | $6,785-59.6% | $2,637+3.9% |
| Participant deferral / active EE | $5,084 | $7,143-28.8% | $10,408-51.2% | $4,528+12.3% |
| Admin fee / account holder | $34 | $234-85.6% | $12,815-99.7% | $348-90.3% |