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 5-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.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $43,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,391 | $88,634+102.4% | $101,326+77.0% | $74,304+141.4% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 60.3%+36.0pp |
| Annual return | 17.35% | 33.10%-15.8pp | 36.82%-19.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,715 | $2,930+60.9% | $3,665+28.6% | $2,241+110.4% |
| Participant deferral / active EE | $12,495 | $7,322+70.7% | $7,994+56.3% | $3,767+231.7% |
| Admin fee / account holder | $275 | $2,425-88.6% | $11,185-97.5% | $2,969-90.7% |