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.5 years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,524 | $59,263+13.9% | $96,562-30.1% | $79,386-14.9% |
| Participation rate | 87.1% | 61.9%+25.2pp | 69.8%+17.3pp | 70.7%+16.4pp |
| Annual return | 16.71% | 27.07%-10.4pp | 37.78%-21.1pp | 116.85%-100.1pp |
| Employer contribution / active EE | $3,803 | $1,216+212.8% | $2,356+61.4% | $2,427+56.7% |
| Participant deferral / active EE | $1,772 | $2,948-39.9% | $3,849-54.0% | $4,046-56.2% |
| Admin fee / account holder | $87 | $658-86.8% | $6,181-98.6% | $626-86.1% |