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 4-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 | $24,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,377 | $54,701-24.4% | $86,188-52.0% | $71,457-42.1% |
| Participation rate | 87.2% | 60.1%+27.1pp | 69.0%+18.2pp | 67.9%+19.3pp |
| Annual return | 35.82% | 20.06%+15.8pp | 1168.45%-1132.6pp | 28.85%+7.0pp |
| Employer contribution / active EE | $831 | $1,265-34.4% | $2,380-65.1% | $2,588-67.9% |
| Participant deferral / active EE | $4,104 | $3,108+32.0% | $3,985+3.0% | $4,289-4.3% |
| Admin fee / account holder | $197 | $1,922-89.8% | $6,852-97.1% | $1,587-87.6% |