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 MISSOURI3 years Service code 27 · EIN 43-0170190 | Advisory (Plan) | $43,465 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,089 |
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 | $60,628 | $52,670+15.1% | $90,404-32.9% | $73,409-17.4% |
| Participation rate | 86.2% | 67.7%+18.6pp | 72.7%+13.6pp | 72.2%+14.1pp |
| Annual return | 17.40% | 20.70%-3.3pp | 1293.02%-1275.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,009 | $1,872+7.3% | $3,262-38.4% | $2,234-10.1% |
| Participant deferral / active EE | $3,889 | $2,807+38.5% | $3,963-1.9% | $3,805+2.2% |
| Admin fee / account holder | $247 | $117+111.4% | $5,611-95.6% | $158+56.4% |