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 NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,319 | $66,528+256.7% | $86,874+173.2% | $86,799+173.4% |
| Participation rate | 98.1% | 72.4%+25.8pp | 71.6%+26.5pp | 72.3%+25.8pp |
| Annual return | 11.08% | 19.56%-8.5pp | 63.52%-52.4pp | 97.91%-86.8pp |
| Employer contribution / active EE | $5,676 | $2,007+182.8% | $2,495+127.5% | $2,405+136.0% |
| Participant deferral / active EE | $7,182 | $3,240+121.7% | $3,699+94.2% | $4,131+73.9% |
| Admin fee / account holder | $15 | $148-89.9% | $5,828-99.7% | $170-91.1% |