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.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,395 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,918 | $51,466-8.8% | $78,778-40.4% | $62,292-24.7% |
| Participation rate | 84.7% | 59.8%+25.0pp | 69.2%+15.6pp | 69.5%+15.2pp |
| Annual return | 11.47% | 19.96%-8.5pp | 35.62%-24.2pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,825 | $827+120.6% | $1,986-8.1% | $2,042-10.6% |
| Participant deferral / active EE | $2,744 | $2,147+27.8% | $2,958-7.2% | $3,169-13.4% |
| Admin fee / account holder | $158 | $489-67.6% | $5,134-96.9% | $479-67.0% |