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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $47,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,569 | $84,487-46.1% | $125,339-63.6% | $66,914-31.9% |
| Participation rate | 81.7% | 76.4%+5.3pp | 82.4%-0.7pp | 69.8%+11.9pp |
| Annual return | -17.01% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,702 | $3,553-24.0% | $4,814-43.9% | $2,544+6.2% |
| Participant deferral / active EE | $6,129 | $6,781-9.6% | $7,446-17.7% | $4,237+44.6% |
| Admin fee / account holder | $131 | $685-80.9% | $10,010-98.7% | $593-77.9% |