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 4-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 | $33,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,834 | $66,098-27.6% | $101,794-53.0% | $74,304-35.6% |
| Participation rate | 82.3% | 53.8%+28.5pp | 69.2%+13.1pp | 60.3%+21.9pp |
| Annual return | 15.96% | 19.59%-3.6pp | 30.53%-14.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $758 | $1,082-29.9% | $2,289-66.9% | $2,241-66.2% |
| Participant deferral / active EE | $3,486 | $2,781+25.3% | $4,084-14.6% | $3,767-7.5% |
| Admin fee / account holder | $234 | $4,146-94.3% | $8,777-97.3% | $2,969-92.1% |