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 | $13,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,450 | $59,535-57.3% | $90,160-71.8% | $62,292-59.1% |
| Participation rate | 96.3% | 73.0%+23.2pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 17.55% | 23.53%-6.0pp | 34.88%-17.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $746 | $1,826-59.1% | $3,318-77.5% | $2,042-63.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,288-100.0% | $3,169-100.0% |
| Admin fee / account holder | $95 | $337-71.7% | $5,943-98.4% | $479-80.1% |