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 6-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.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $1,285 |
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 | $55,095 | $73,638-25.2% | $95,952-42.6% | $73,488-25.0% |
| Participation rate | 82.0% | 76.2%+5.8pp | 77.1%+4.9pp | 70.7%+11.3pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $648 | $1,863-65.2% | $2,541-74.5% | $2,270-71.5% |
| Participant deferral / active EE | $1,785 | $3,617-50.6% | $4,167-57.2% | $3,740-52.3% |
| Admin fee / account holder | $13 | $482-97.4% | $6,795-99.8% | $513-97.5% |