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 9-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 |
|---|---|---|
CHESME CAPITAL MANAGEMENT3+ years Filed as: CHESME INC. DBA CHESME CAPITAL MGMT Service code 27 · EIN 20-0061957 | Advisory (Plan) | $524,105 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6202081 | Recordkeeping | $333,473 |
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 | $62,737 | $82,546-24.0% | $140,016-55.2% | $75,289-16.7% |
| Participation rate | 81.4% | 88.4%-6.9pp | 87.5%-6.1pp | 72.4%+9.0pp |
| Annual return | 31.27% | -0.36%+31.6pp | 651.12%-619.8pp | -0.04%+31.3pp |
| Employer contribution / active EE | $2,159 | $3,856-44.0% | $5,606-61.5% | $2,405-10.2% |
| Participant deferral / active EE | $5,168 | $5,731-9.8% | $6,927-25.4% | $3,739+38.2% |
| Admin fee / account holder | $248 | $86+188.9% | $10,705-97.7% | $102+142.2% |