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 MISSOURI4 years Service code 26 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Participants) | $28,957 |
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 | $29,838 | $111,608-73.3% | $177,821-83.2% | $73,409-59.4% |
| Participation rate | 54.0% | 87.9%-33.8pp | 87.7%-33.7pp | 72.2%-18.1pp |
| Annual return | 28.72% | 18.23%+10.5pp | 48.32%-19.6pp | 59.29%-30.6pp |
| Employer contribution / active EE | $668 | $3,796-82.4% | $5,918-88.7% | $2,234-70.1% |
| Participant deferral / active EE | $4,455 | $6,199-28.1% | $7,714-42.2% | $3,805+17.1% |
| Admin fee / account holder | $128 | $166-22.9% | $12,427-99.0% | $158-19.1% |