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 ASSOCIATION1+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $2,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $41,178 | $59,188-30.4% | $63,412-35.1% | $59,188-30.4% |
| Participation rate | 62.5% | 69.4%-7.0pp | 67.1%-4.7pp | 69.4%-7.0pp |
| Annual return | 4.79% | 5.51%-0.7pp | 4.04%+0.8pp | 5.51%-0.7pp |
| Employer contribution / active EE | $283 | $2,098-86.5% | $1,814-84.4% | $2,098-86.5% |
| Participant deferral / active EE | $1,327 | $3,265-59.3% | $2,496-46.8% | $3,265-59.3% |
| Admin fee / account holder | $3 | $92-96.8% | $3,753-99.9% | $92-96.8% |