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 | $5,568 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,055 | $88,083-30.7% | $164,813-63.0% | $74,495-18.0% |
| Participation rate | 75.9% | 73.0%+2.8pp | 78.6%-2.7pp | 67.2%+8.7pp |
| Annual return | 12.19% | 17.26%-5.1pp | 69.93%-57.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,060 | $2,593-20.6% | $4,341-52.5% | $2,623-21.5% |
| Participant deferral / active EE | $4,068 | $4,498-9.6% | $6,031-32.6% | $4,346-6.4% |
| Admin fee / account holder | $42 | $2,234-98.1% | $12,690-99.7% | $1,942-97.8% |