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 MANAGEMENT4+ years Filed as: CHESME INC. DBA CHESME CAPITAL MGMT Service code 27 · EIN 20-0061957 | Advisory (Plan) | $589,009 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6202081 | Recordkeeping | $451,923 |
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 | $78,592 | $95,776-17.9% | $162,163-51.5% | $77,787+1.0% |
| Participation rate | 73.9% | 88.6%-14.7pp | 87.6%-13.6pp | 73.2%+0.7pp |
| Annual return | 49.65% | 37.03%+12.6pp | 115.59%-65.9pp | 32.57%+17.1pp |
| Employer contribution / active EE | $2,105 | $3,874-45.7% | $5,614-62.5% | $2,504-16.0% |
| Participant deferral / active EE | $5,327 | $6,125-13.0% | $7,298-27.0% | $3,967+34.3% |
| Admin fee / account holder | $238 | $88+171.4% | $10,843-97.8% | $100+137.8% |