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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $30,740 |
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 | $218,178 | $111,608+95.5% | $177,821+22.7% | $73,409+197.2% |
| Participation rate | 98.0% | 87.9%+10.1pp | 87.7%+10.3pp | 72.2%+25.8pp |
| Annual return | 15.60% | 18.23%-2.6pp | 48.32%-32.7pp | 59.29%-43.7pp |
| Employer contribution / active EE | $14,550 | $3,796+283.3% | $5,918+145.8% | $2,234+551.4% |
| Participant deferral / active EE | $17,141 | $6,199+176.5% | $7,714+122.2% | $3,805+350.4% |
| Admin fee / account holder | $32 | $166-80.7% | $12,427-99.7% | $158-79.7% |