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 ASSOCIATION6+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $0 |
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 | $59,877 | $90,288-33.7% | $93,406-35.9% | $90,288-33.7% |
| Participation rate | 58.4% | 73.4%-15.0pp | 66.8%-8.4pp | 73.4%-15.0pp |
| Annual return | 13.20% | 53.97%-40.8pp | 78.05%-64.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $335 | $2,524-86.7% | $2,075-83.9% | $2,524-86.7% |
| Participant deferral / active EE | $1,703 | $4,232-59.8% | $3,126-45.5% | $4,232-59.8% |
| Admin fee / account holder | $23 | $114-79.9% | $5,230-99.6% | $114-79.9% |