See peer percentile detail with Solo.
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.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $44,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,891 | $95,274-48.7% | $135,903-64.0% | $74,419-34.3% |
| Participation rate | 80.4% | 78.2%+2.2pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 19.45% | 32.77%-13.3pp | 68.23%-48.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,516 | $3,874-35.1% | $4,856-48.2% | $2,637-4.6% |
| Participant deferral / active EE | $5,607 | $7,782-28.0% | $7,758-27.7% | $4,528+23.8% |
| Admin fee / account holder | $111 | $266-58.4% | $10,762-99.0% | $348-68.2% |