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 MISSOURI3 years Service code 26 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Participants) | $26,279 |
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.
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 | $25,029 | $88,515-71.7% | $162,163-84.6% | $67,579-63.0% |
| Participation rate | 56.6% | 86.8%-30.2pp | 87.6%-30.9pp | 71.3%-14.7pp |
| Annual return | 28.01% | 27.04%+1.0pp | 115.59%-87.6pp | 378.56%-350.5pp |
| Employer contribution / active EE | $525 | $3,563-85.3% | $5,614-90.6% | $2,148-75.5% |
| Participant deferral / active EE | $3,503 | $5,724-38.8% | $7,298-52.0% | $3,539-1.0% |
| Admin fee / account holder | $150 | $124+21.1% | $10,843-98.6% | $142+5.3% |