See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $50,372 |
Participant contribution per participant 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 | $37,467 | $104,475-64.1% | $159,436-76.5% | $79,386-52.8% |
| Participation rate | 95.0% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.3pp |
| Annual return | 15.02% | 67.95%-52.9pp | 263.57%-248.5pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,904 | $3,417-44.3% | $4,829-60.6% | $2,427-21.6% |
| Participant deferral / active EE | $2,708 | $6,467-58.1% | $7,352-63.2% | $4,046-33.1% |
| Admin fee / account holder | $206 | $711-71.0% | $10,799-98.1% | $626-67.0% |