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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $33,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,004 | $59,417-17.5% | $93,606-47.6% | $74,495-34.2% |
| Participation rate | 84.5% | 59.7%+24.8pp | 68.7%+15.8pp | 67.2%+17.3pp |
| Annual return | 15.16% | 81.83%-66.7pp | 133.20%-118.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $778 | $1,264-38.4% | $2,420-67.9% | $2,623-70.3% |
| Participant deferral / active EE | $3,771 | $3,050+23.6% | $4,411-14.5% | $4,346-13.2% |
| Admin fee / account holder | $265 | $3,021-91.2% | $8,285-96.8% | $1,942-86.3% |