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.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,116 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,611 | $129,021-26.7% | $184,203-48.6% | $77,643+21.9% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.8%+7.9pp | 70.6%+24.1pp |
| Annual return | 12.30% | 33.27%-21.0pp | 28.81%-16.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,908 | $4,413-34.1% | $6,427-54.8% | $2,726+6.7% |
| Participant deferral / active EE | $5,444 | $7,297-25.4% | $9,131-40.4% | $4,647+17.1% |
| Admin fee / account holder | $38 | $254-85.0% | $13,901-99.7% | $430-91.2% |