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 9-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 | $34,307 |
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 | $68,838 | $55,453+24.1% | $170,442-59.6% | $62,292+10.5% |
| Participation rate | 97.1% | 66.4%+30.8pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 12.20% | 21.38%-9.2pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $3,840 | $2,164+77.5% | $5,433-29.3% | $2,042+88.0% |
| Participant deferral / active EE | $3,415 | $2,303+48.3% | $4,939-30.9% | $3,169+7.8% |
| Admin fee / account holder | $180 | $455-60.5% | $13,880-98.7% | $479-62.5% |