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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,475 |
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 | $43,969 | $54,045-18.6% | $115,157-61.8% | $65,185-32.5% |
| Participation rate | 77.5% | 63.5%+13.9pp | 75.9%+1.5pp | 70.2%+7.3pp |
| Annual return | 19.78% | 26.55%-6.8pp | 35.60%-15.8pp | 29.38%-9.6pp |
| Employer contribution / active EE | $887 | $1,653-46.3% | $3,179-72.1% | $2,177-59.3% |
| Participant deferral / active EE | $2,199 | $2,504-12.2% | $4,168-47.2% | $3,514-37.4% |
| Admin fee / account holder | $100 | $626-84.0% | $7,088-98.6% | $847-88.2% |