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 |
|---|---|---|
Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 P.O. BOX 986 · ST. CLOUD, MN 56302 | Bank Trustee | $10,184 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $1,522 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,460 | $55,453-77.5% | $170,442-92.7% | $62,292-80.0% |
| Participation rate | 76.1% | 66.4%+9.8pp | 83.6%-7.5pp | 69.5%+6.6pp |
| Annual return | 15.32% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $852 | $2,164-60.6% | $5,433-84.3% | $2,042-58.3% |
| Participant deferral / active EE | $940 | $2,303-59.2% | $4,939-81.0% | $3,169-70.4% |
| Admin fee / account holder | $135 | $455-70.4% | $13,880-99.0% | $479-71.9% |