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 MANAGEMENT5+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $37,012 |
ALERUS FINANCIAL, N.A.6+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $29,814 |
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 | $29,760 | $52,293-43.1% | $178,490-83.3% | $73,409-59.5% |
| Participation rate | 88.0% | 65.3%+22.7pp | 81.9%+6.1pp | 72.2%+15.9pp |
| Annual return | 12.05% | 34.75%-22.7pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,950 | $1,735+70.0% | $5,011-41.1% | $2,234+32.1% |
| Participant deferral / active EE | $1,161 | $2,332-50.2% | $5,202-77.7% | $3,805-69.5% |
| Admin fee / account holder | $159 | $127+24.6% | $13,984-98.9% | $158+0.5% |