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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $18,928 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,325 | $52,884-8.6% | $84,750-43.0% | $55,167-12.4% |
| Participation rate | 99.3% | 67.5%+31.8pp | 76.6%+22.8pp | 69.0%+30.4pp |
| Annual return | 3.80% | 18.03%-14.2pp | 22.78%-19.0pp | 169.23%-165.4pp |
| Employer contribution / active EE | $601 | $2,233-73.1% | $3,574-83.2% | $1,963-69.4% |
| Participant deferral / active EE | $4,274 | $2,644+61.7% | $3,712+15.2% | $3,054+39.9% |
| Admin fee / account holder | $113 | $581-80.6% | $5,332-97.9% | $504-77.7% |