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 NA4+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $105,495 |
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 | $64,286 | $62,267+3.2% | $110,238-41.7% | $55,725+15.4% |
| Participation rate | 95.5% | 78.1%+17.3pp | 79.8%+15.6pp | 70.9%+24.6pp |
| Annual return | -4.71% | -1.07%-3.6pp | 314.74%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $731 | $1,941-62.3% | $3,826-80.9% | $2,078-64.8% |
| Participant deferral / active EE | $2,941 | $3,516-16.4% | $4,672-37.1% | $3,356-12.4% |
| Admin fee / account holder | $111 | $121-8.1% | $8,547-98.7% | $115-3.5% |