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 |
|---|---|---|
THE BANK OF MISSOURI10+ years Service code 26 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Participants) | $27,056 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $4,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,693 | $55,472-66.3% | $155,567-88.0% | $74,546-74.9% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 14.00% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,002 | $2,269-55.9% | $4,674-78.6% | $2,624-61.8% |
| Participant deferral / active EE | $2,017 | $2,838-28.9% | $5,628-64.2% | $4,347-53.6% |
| Admin fee / account holder | $110 | $1,743-93.7% | $15,916-99.3% | $1,944-94.3% |