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.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $39,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,046 | $65,061+7.7% | $143,757-51.3% | $66,914+4.7% |
| Participation rate | 78.1% | 65.2%+12.9pp | 80.3%-2.2pp | 69.8%+8.3pp |
| Annual return | -14.51% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,826 | $2,361+62.1% | $4,951-22.7% | $2,544+50.4% |
| Participant deferral / active EE | $2,931 | $2,919+0.4% | $5,637-48.0% | $4,237-30.8% |
| Admin fee / account holder | $221 | $502-56.0% | $14,673-98.5% | $593-62.8% |