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.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $27,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,450 | $95,918+95.4% | $151,611+23.6% | $77,904+140.6% |
| Participation rate | 95.2% | 88.7%+6.4pp | 87.5%+7.7pp | 73.7%+21.5pp |
| Annual return | -15.55% | -5.50%-10.0pp | 3.33%-18.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $14,713 | $4,330+239.8% | $6,166+138.6% | $2,848+416.7% |
| Participant deferral / active EE | $17,845 | $7,508+137.7% | $8,363+113.4% | $4,806+271.3% |
| Admin fee / account holder | $19 | $93-79.8% | $11,616-99.8% | $133-85.8% |