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 WEALTH MANAGEMENT Service code 21 1100 WEST ST. GERMAIN STREET · ST. CLOUD, MN 56301 | Bank Trustee | $7,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,708 | $71,192-76.5% | $117,854-85.8% | $62,292-73.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 823.13% | 18.66%+804.5pp | 335.08%+488.0pp | 28.90%+794.2pp |
| Employer contribution / active EE | $1,679 | $1,934-13.2% | $3,786-55.7% | $2,042-17.8% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $63 | $587-89.3% | $8,020-99.2% | $479-86.9% |