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 |
|---|---|---|
CHESME CAPITAL MANAGEMENT2 years Service code 27 · EIN 20-0061957 | Advisory (Plan) | $16,787 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $11,248 |
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 | $141,428 | $58,726+140.8% | $92,233+53.3% | $62,292+127.0% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 16.71% | 43.62%-26.9pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $10,214 | $2,392+327.0% | $3,679+177.6% | $2,042+400.2% |
| Participant deferral / active EE | $4,509 | $2,766+63.0% | $3,897+15.7% | $3,169+42.3% |
| Admin fee / account holder | $193 | $556-65.3% | $5,194-96.3% | $479-59.7% |