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 | $29,754 |
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 | $72,776 | $62,132+17.1% | $185,823-60.8% | $73,488-1.0% |
| Participation rate | 73.0% | 67.8%+5.1pp | 78.0%-5.1pp | 70.7%+2.3pp |
| Annual return | 9.51% | 20.44%-10.9pp | 35.95%-26.4pp | 28.51%-19.0pp |
| Employer contribution / active EE | $2,233 | $1,681+32.8% | $4,087-45.4% | $2,270-1.6% |
| Participant deferral / active EE | $4,004 | $3,711+7.9% | $5,632-28.9% | $3,740+7.1% |
| Admin fee / account holder | $175 | $419-58.2% | $9,500-98.2% | $513-65.9% |