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 MISSOURI5 years Service code 27 · EIN 43-0170190 | Advisory (Plan) | $60,002 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,650 | $47,722+27.1% | $82,719-26.7% | $64,808-6.4% |
| Participation rate | 83.7% | 67.6%+16.1pp | 72.6%+11.2pp | 71.5%+12.3pp |
| Annual return | -17.76% | -13.05%-4.7pp | 701.18%-718.9pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,059 | $2,179-5.5% | $3,009-31.6% | $2,506-17.8% |
| Participant deferral / active EE | $4,018 | $3,329+20.7% | $4,395-8.6% | $4,310-6.8% |
| Admin fee / account holder | $334 | $143+133.8% | $5,329-93.7% | $188+78.0% |