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 MANAGEMENT8+ years Service code 26 124 N. BRIDGE STREET · DEWITT, MI 48820 | Advisory (Participants) | $34,321 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $33,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,596 | $47,126-24.5% | $149,673-76.2% | $74,419-52.2% |
| Participation rate | 75.8% | 63.4%+12.4pp | 78.8%-2.9pp | 70.7%+5.1pp |
| Annual return | 16.90% | 22.75%-5.9pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $6,745 | $1,905+254.0% | $4,818+40.0% | $2,637+155.7% |
| Participant deferral / active EE | $1,529 | $2,728-43.9% | $5,680-73.1% | $4,528-66.2% |
| Admin fee / account holder | $139 | $343-59.6% | $13,210-99.0% | $348-60.2% |