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 | $18,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,165 | $49,451-26.9% | $79,550-54.5% | $66,914-46.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -17.61% | 84.25%-101.9pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,644 | $1,266+29.9% | $2,413-31.9% | $2,544-35.4% |
| Participant deferral / active EE | $1,731 | $3,159-45.2% | $3,985-56.6% | $4,237-59.1% |
| Admin fee / account holder | $61 | $595-89.8% | $6,832-99.1% | $593-89.8% |