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 10-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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $20,587 |
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 | $206,169 | $88,515+132.9% | $162,163+27.1% | $67,579+205.1% |
| Participation rate | 96.6% | 86.8%+9.8pp | 87.6%+9.1pp | 71.3%+25.3pp |
| Annual return | 28.11% | 27.04%+1.1pp | 115.59%-87.5pp | 378.56%-350.4pp |
| Employer contribution / active EE | $12,948 | $3,563+263.4% | $5,614+130.7% | $2,148+502.9% |
| Participant deferral / active EE | $15,929 | $5,724+178.3% | $7,298+118.3% | $3,539+350.0% |
| Admin fee / account holder | $26 | $124-78.7% | $10,843-99.8% | $142-81.5% |