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 10-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.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $30,812 |
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 | $41,960 | $80,753-48.0% | $136,294-69.2% | $62,292-32.6% |
| Participation rate | 80.0% | 73.5%+6.5pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 20.46% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,040 | $2,884-29.2% | $4,695-56.5% | $2,042-0.1% |
| Participant deferral / active EE | $4,196 | $5,164-18.7% | $6,247-32.8% | $3,169+32.4% |
| Admin fee / account holder | $107 | $525-79.6% | $9,243-98.8% | $479-77.7% |