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 MANAGEMENT7+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $45,055 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $40,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,081 | $46,292-37.2% | $143,757-79.8% | $64,808-55.1% |
| Participation rate | 97.4% | 64.2%+33.2pp | 80.3%+17.1pp | 71.5%+25.9pp |
| Annual return | -14.02% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $6,536 | $1,910+242.3% | $4,951+32.0% | $2,506+160.8% |
| Participant deferral / active EE | $1,730 | $2,646-34.6% | $5,637-69.3% | $4,310-59.9% |
| Admin fee / account holder | $174 | $154+12.8% | $14,673-98.8% | $188-7.6% |