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.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $35,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,716 | $100,801-54.6% | $149,696-69.5% | $73,409-37.7% |
| Participation rate | 83.7% | 77.7%+6.0pp | 82.5%+1.2pp | 72.2%+11.5pp |
| Annual return | 20.57% | 265.34%-244.8pp | 276.60%-256.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $2,750 | $3,312-17.0% | $4,644-40.8% | $2,234+23.1% |
| Participant deferral / active EE | $6,085 | $6,404-5.0% | $6,842-11.1% | $3,805+59.9% |
| Admin fee / account holder | $93 | $181-48.8% | $9,309-99.0% | $158-41.3% |