See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHESME CAPITAL MANAGEMENT6+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $45,747 |
ALERUS FINANCIAL, N.A.7+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $32,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,783 | $56,485-45.5% | $185,823-83.4% | $86,799-64.5% |
| Participation rate | 95.4% | 65.5%+29.9pp | 81.7%+13.7pp | 72.3%+23.1pp |
| Annual return | 18.75% | 118.04%-99.3pp | 122.05%-103.3pp | 97.91%-79.2pp |
| Employer contribution / active EE | $4,727 | $1,843+156.5% | $5,167-8.5% | $2,405+96.5% |
| Participant deferral / active EE | $1,344 | $2,553-47.3% | $5,568-75.9% | $4,131-67.5% |
| Admin fee / account holder | $155 | $150+3.9% | $16,237-99.0% | $170-8.3% |