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 | $28,859 |
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 | $94,821 | $99,957-5.1% | $149,696-36.7% | $73,488+29.0% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 16.18% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,679 | $3,191+15.3% | $4,644-20.8% | $2,270+62.1% |
| Participant deferral / active EE | $7,738 | $6,073+27.4% | $6,842+13.1% | $3,740+106.9% |
| Admin fee / account holder | $198 | $551-64.1% | $9,309-97.9% | $513-61.5% |