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 year Service code 15 · EIN 45-6062081 | Recordkeeping | $33,445 |
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 | $77,341 | $89,652-13.7% | $141,162-45.2% | $65,185+18.6% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 27.06% | 32.79%-5.7pp | 71.39%-44.3pp | 29.38%-2.3pp |
| Employer contribution / active EE | $3,377 | $3,065+10.2% | $4,735-28.7% | $2,177+55.2% |
| Participant deferral / active EE | $7,031 | $5,691+23.6% | $6,709+4.8% | $3,514+100.1% |
| Admin fee / account holder | $229 | $569-59.7% | $10,261-97.8% | $847-73.0% |