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 ASSOCIATION4+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $10,831 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,639 | $37,196-47.2% | $154,107-87.3% | $55,725-64.8% |
| Participation rate | 60.3% | 64.1%-3.8pp | 83.0%-22.7pp | 70.9%-10.5pp |
| Annual return | 0.74% | 1319.68%-1318.9pp | 735.12%-734.4pp | 244.93%-244.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $330 | $2,068-84.1% | $5,081-93.5% | $3,356-90.2% |
| Admin fee / account holder | $30 | $102-70.1% | $13,411-99.8% | $115-73.6% |