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 MANAGEMENT4+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $33,928 |
ALERUS FINANCIAL, N.A.5+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $28,807 |
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 | $26,930 | $62,928-57.2% | $172,739-84.4% | $67,579-60.2% |
| Participation rate | 81.7% | 64.5%+17.3pp | 82.6%-0.9pp | 71.3%+10.5pp |
| Annual return | 19.37% | 30.36%-11.0pp | 802.84%-783.5pp | 378.56%-359.2pp |
| Employer contribution / active EE | $3,577 | $1,636+118.6% | $5,143-30.4% | $2,148+66.6% |
| Participant deferral / active EE | $800 | $2,145-62.7% | $5,198-84.6% | $3,539-77.4% |
| Admin fee / account holder | $153 | $167-7.9% | $13,954-98.9% | $142+7.8% |