See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $48,544 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,595 | $122,693+105.9% | $184,203+37.1% | $199,593+26.6% |
| Participation rate | 99.2% | 86.8%+12.4pp | 86.8%+12.4pp | 72.0%+27.2pp |
| Annual return | 19.23% | 143.91%-124.7pp | 28.81%-9.6pp | 34.25%-15.0pp |
| Employer contribution / active EE | $17,697 | $4,584+286.0% | $6,427+175.3% | $3,034+483.2% |
| Participant deferral / active EE | $21,396 | $7,990+167.8% | $9,131+134.3% | $5,087+320.6% |
| Admin fee / account holder | $24 | $121-80.5% | $13,901-99.8% | $269-91.3% |