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 MISSOURI1 year Service code 27 · EIN 43-0170190 | Advisory (Plan) | $29,453 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,968 |
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 | $43,377 | $43,999-1.4% | $79,464-45.4% | $55,725-22.2% |
| Participation rate | 82.2% | 66.9%+15.3pp | 73.3%+8.9pp | 70.9%+11.4pp |
| Annual return | -6.39% | 1.81%-8.2pp | 718.14%-724.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,670 | $1,830-8.7% | $2,800-40.4% | $2,078-19.6% |
| Participant deferral / active EE | $3,042 | $2,538+19.8% | $3,704-17.9% | $3,356-9.4% |
| Admin fee / account holder | $196 | $118+66.4% | $5,113-96.2% | $115+69.8% |