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 ASSOCIATION3+ 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 | $103,653 | $80,753+28.4% | $136,294-23.9% | $62,292+66.4% |
| Participation rate | 98.3% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 5.27% | 35.83%-30.6pp | 5155.94%-5150.7pp | 28.90%-23.6pp |
| Employer contribution / active EE | $10,301 | $2,884+257.2% | $4,695+119.4% | $2,042+404.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.4% |