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 |
|---|---|---|
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,227 | $55,790+241.0% | $76,817+147.6% | $67,579+181.5% |
| Participation rate | 98.9% | 71.1%+27.8pp | 72.1%+26.8pp | 71.3%+27.6pp |
| Annual return | 16.14% | 64.45%-48.3pp | 1166.11%-1150.0pp | 378.56%-362.4pp |
| Employer contribution / active EE | $5,459 | $1,810+201.6% | $2,302+137.1% | $2,148+154.2% |
| Participant deferral / active EE | $6,735 | $2,875+134.3% | $3,336+101.9% | $3,539+90.3% |
| Admin fee / account holder | $13 | $159-92.1% | $6,420-99.8% | $142-91.1% |