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 7-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 |
|---|---|---|
THE BANK OF MISSOURI1 year Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $13,904 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,626 | $89,739-82.6% | $149,718-89.6% | $62,292-74.9% |
| Participation rate | 61.3% | 85.1%-23.8pp | 87.1%-25.7pp | 69.5%-8.2pp |
| Annual return | 25.61% | 21.01%+4.6pp | 1501.63%-1476.0pp | 28.90%-3.3pp |
| Employer contribution / active EE | $436 | $3,233-86.5% | $5,445-92.0% | $2,042-78.6% |
| Participant deferral / active EE | $2,976 | $4,797-38.0% | $6,569-54.7% | $3,169-6.1% |
| Admin fee / account holder | $110 | $551-80.0% | $11,283-99.0% | $479-77.0% |