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.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $9,164 |
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 | $44,462 | $42,548+4.5% | $74,550-40.4% | $56,287-21.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -1.56% | 12.40%-14.0pp | 32.53%-34.1pp | -9.96%+8.4pp |
| Employer contribution / active EE | $3,604 | $855+321.4% | $1,961+83.8% | $2,111+70.7% |
| Participant deferral / active EE | $1,769 | $2,277-22.3% | $3,108-43.1% | $3,350-47.2% |
| Admin fee / account holder | $36 | $467-92.4% | $5,060-99.3% | $521-93.2% |