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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,326 |
Filed as: BREMER BANK Service code 27 · EIN 41-0224890 | Advisory (Plan) | $6,314 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,193 | $55,331-68.9% | $81,812-79.0% | $199,593-91.4% |
| Participation rate | 40.3% | 62.5%-22.2pp | 72.3%-32.0pp | 72.0%-31.7pp |
| Annual return | 14.26% | 19.59%-5.3pp | 773.79%-759.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $170 | $2,101-91.9% | $2,912-94.1% | $3,034-94.4% |
| Participant deferral / active EE | $925 | $3,283-71.8% | $4,319-78.6% | $5,087-81.8% |
| Admin fee / account holder | $104 | $346-70.0% | $7,386-98.6% | $269-61.4% |