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 ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,001 | $75,183+43.7% | $123,892-12.8% | $55,167+95.8% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 2.27% | 19.01%-16.7pp | 47.52%-45.2pp | 169.23%-167.0pp |
| Employer contribution / active EE | $6,713 | $2,823+137.7% | $4,617+45.4% | $1,963+242.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-99.0% |