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 MANAGEMENT3+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $34,613 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $24,496 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,279 | $37,196-42.8% | $154,107-86.2% | $55,725-61.8% |
| Participation rate | 84.4% | 64.1%+20.3pp | 83.0%+1.4pp | 70.9%+13.6pp |
| Annual return | -6.97% | 1319.68%-1326.7pp | 735.12%-742.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $3,053 | $1,614+89.2% | $5,298-42.4% | $2,078+46.9% |
| Participant deferral / active EE | $879 | $2,068-57.5% | $5,081-82.7% | $3,356-73.8% |
| Admin fee / account holder | $136 | $102+33.4% | $13,411-99.0% | $115+17.7% |