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 | $6,262 |
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 | $29,505 | $42,546-30.7% | $71,796-58.9% | $55,167-46.5% |
| Participation rate | 82.1% | 59.1%+22.9pp | 69.1%+12.9pp | 69.0%+13.1pp |
| Annual return | 8.45% | 12.36%-3.9pp | 78.04%-69.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,128 | $803+40.4% | $1,924-41.4% | $1,963-42.5% |
| Participant deferral / active EE | $2,732 | $2,064+32.3% | $2,794-2.2% | $3,054-10.5% |
| Admin fee / account holder | $38 | $650-94.2% | $4,815-99.2% | $504-92.5% |