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 |
|---|---|---|
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 18 · EIN 41-1565461 | Trustee (directed); Trustee (bank, tr... | $29,116 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL, NA Service code 15 TWO PINE TREE DR SUITE 200 · ARDEN HILLS, MN 55112 | Recordkeeping | $16,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,150 | $63,905+52.0% | $74,183+31.0% | $57,658+68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.57% | 60.60%-53.0pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $797 | $1,840-56.7% | $2,370-66.4% | $1,974-59.6% |
| Participant deferral / active EE | $2,141 | $3,448-37.9% | $3,550-39.7% | $3,061-30.1% |
| Admin fee / account holder | $75 | $91-17.2% | $5,586-98.6% | $95-20.2% |