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 |
|---|---|---|
Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 | Bank Trustee | $14,280 |
Annual investment return 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 | $25,865 | $51,244-49.5% | $80,975-68.1% | $55,167-53.1% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.8%+20.4pp | 69.0%+27.2pp |
| Annual return | 3.48% | 17.39%-13.9pp | 17.10%-13.6pp | 169.23%-165.7pp |
| Employer contribution / active EE | $581 | $1,770-67.2% | $3,714-84.4% | $1,963-70.4% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $111 | $398-72.2% | $5,516-98.0% | $504-78.0% |