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.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $40,673 |
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 | $39,561 | $88,122-55.1% | $141,162-72.0% | $67,579-41.5% |
| Participation rate | 79.5% | 76.5%+3.0pp | 82.5%-3.0pp | 71.3%+8.2pp |
| Annual return | 20.15% | 75.40%-55.3pp | 71.39%-51.2pp | 378.56%-358.4pp |
| Employer contribution / active EE | $2,573 | $3,224-20.2% | $4,735-45.7% | $2,148+19.8% |
| Participant deferral / active EE | $5,515 | $5,958-7.4% | $6,709-17.8% | $3,539+55.8% |
| Admin fee / account holder | $121 | $131-7.8% | $10,261-98.8% | $142-15.2% |