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 6-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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION1+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $0 |
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 | $108,373 | $70,002+54.8% | $115,037-5.8% | $52,331+107.1% |
| Participation rate | 99.3% | 72.1%+27.2pp | 81.4%+18.0pp | 68.1%+31.2pp |
| Annual return | 26.99% | 4.04%+23.0pp | 26.14%+0.9pp | 4.54%+22.4pp |
| Employer contribution / active EE | $6,438 | $2,715+137.2% | $4,608+39.7% | $1,882+242.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $566-99.9% | $8,175-100.0% | $592-99.9% |