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.3+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $2,638 |
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 | $91,746 | $85,766+7.0% | $136,294-32.7% | $70,131+30.8% |
| Participation rate | 84.5% | 74.2%+10.4pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 17.21% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,069 | $2,966+3.5% | $4,695-34.6% | $2,342+31.0% |
| Participant deferral / active EE | $6,801 | $5,051+34.6% | $6,247+8.9% | $3,332+104.1% |
| Admin fee / account holder | $22 | $5,420-99.6% | $9,243-99.8% | $4,645-99.5% |