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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,297 |
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 | $51,425 | $59,328-13.3% | $118,925-56.8% | $73,488-30.0% |
| Participation rate | 77.3% | 62.3%+15.0pp | 75.4%+1.9pp | 70.7%+6.6pp |
| Annual return | 14.53% | 19.13%-4.6pp | 35.88%-21.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $891 | $1,803-50.6% | $3,263-72.7% | $2,270-60.8% |
| Participant deferral / active EE | $2,093 | $2,604-19.6% | $4,265-50.9% | $3,740-44.0% |
| Admin fee / account holder | $105 | $600-82.6% | $6,581-98.4% | $513-79.6% |