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.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,858 |
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 | $63,660 | $54,573+16.7% | $90,951-30.0% | $73,488-13.4% |
| Participation rate | 94.8% | 61.2%+33.6pp | 69.0%+25.8pp | 70.7%+24.1pp |
| Annual return | 15.37% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,115 | $991+315.1% | $2,122+93.9% | $2,270+81.3% |
| Participant deferral / active EE | $1,886 | $2,517-25.1% | $3,373-44.1% | $3,740-49.6% |
| Admin fee / account holder | $73 | $521-86.0% | $5,959-98.8% | $513-85.8% |