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 21 · EIN 41-1565461 | Bank Trustee | $2,370 |
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 | $44,913 | $63,975-29.8% | $40,145,923-99.9% | $63,975-29.8% |
| Participation rate | 62.4% | 71.1%-8.7pp | 68.4%-6.0pp | 71.1%-8.7pp |
| Annual return | 11.80% | 48.65%-36.9pp | 5.24%+6.6pp | 48.65%-36.9pp |
| Employer contribution / active EE | $290 | $2,182-86.7% | $1,844-84.3% | $2,182-86.7% |
| Participant deferral / active EE | $1,347 | $3,356-59.9% | $2,591-48.0% | $3,356-59.9% |
| Admin fee / account holder | $3 | $70-95.9% | $2,903-99.9% | $70-95.9% |