See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $32,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,661 | $84,487+4.9% | $125,339-29.3% | $66,914+32.5% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -15.61% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,972 | $3,553+11.8% | $4,814-17.5% | $2,544+56.1% |
| Participant deferral / active EE | $8,154 | $6,781+20.2% | $7,446+9.5% | $4,237+92.4% |
| Admin fee / account holder | $186 | $685-72.9% | $10,010-98.1% | $593-68.7% |