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 MISSOURI2 years Service code 27 · EIN 43-0170190 | Advisory (Plan) | $38,447 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,243 |
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 | $54,509 | $54,237+0.5% | $90,281-39.6% | $67,579-19.3% |
| Participation rate | 87.7% | 68.6%+19.1pp | 73.3%+14.5pp | 71.3%+16.5pp |
| Annual return | 24.57% | 37.27%-12.7pp | 78.10%-53.5pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,857 | $1,846+0.6% | $2,854-34.9% | $2,148-13.5% |
| Participant deferral / active EE | $3,488 | $2,625+32.9% | $3,885-10.2% | $3,539-1.5% |
| Admin fee / account holder | $240 | $123+94.3% | $5,351-95.5% | $142+68.5% |