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.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $34,292 |
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 | $32,586 | $75,388-56.8% | $123,544-73.6% | $55,725-41.5% |
| Participation rate | 81.1% | 75.7%+5.5pp | 82.3%-1.2pp | 70.9%+10.3pp |
| Annual return | 3.33% | 4.48%-1.2pp | 119.20%-115.9pp | 244.93%-241.6pp |
| Employer contribution / active EE | $2,418 | $3,063-21.1% | $4,628-47.8% | $2,078+16.3% |
| Participant deferral / active EE | $5,108 | $5,651-9.6% | $6,426-20.5% | $3,356+52.2% |
| Admin fee / account holder | $104 | $120-13.0% | $9,284-98.9% | $115-9.5% |