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.7 years Service code 15 · EIN 45-6062081 | Recordkeeping | $17,670 |
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 | $36,203 | $54,701-33.8% | $86,188-58.0% | $71,457-49.3% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 13.99% | 20.06%-6.1pp | 1168.45%-1154.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,496 | $1,265+18.3% | $2,380-37.1% | $2,588-42.2% |
| Participant deferral / active EE | $1,805 | $3,108-41.9% | $3,985-54.7% | $4,289-57.9% |
| Admin fee / account holder | $59 | $1,922-96.9% | $6,852-99.1% | $1,587-96.3% |