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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $36,174 |
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 | $55,726 | $52,953+5.2% | $172,739-67.7% | $65,185-14.5% |
| Participation rate | 88.1% | 66.2%+21.9pp | 82.6%+5.5pp | 70.2%+17.9pp |
| Annual return | 3.89% | 30.12%-26.2pp | 802.84%-799.0pp | 29.38%-25.5pp |
| Employer contribution / active EE | $3,455 | $2,190+57.8% | $5,143-32.8% | $2,177+58.8% |
| Participant deferral / active EE | $2,663 | $2,471+7.8% | $5,198-48.8% | $3,514-24.2% |
| Admin fee / account holder | $174 | $472-63.1% | $13,954-98.8% | $847-79.5% |