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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,170 |
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 | $88,890 | $91,190-2.5% | $178,490-50.2% | $79,858+11.3% |
| Participation rate | 94.0% | 69.2%+24.8pp | 81.9%+12.1pp | 69.6%+24.3pp |
| Annual return | 5.03% | 24.19%-19.2pp | 151.07%-146.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $6,252 | $3,256+92.0% | $5,011+24.8% | $2,471+153.0% |
| Participant deferral / active EE | $4,360 | $3,236+34.7% | $5,202-16.2% | $3,740+16.6% |
| Admin fee / account holder | $271 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |