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 MISSOURI6 years Service code 27 · EIN 43-0170190 | Advisory (Plan) | $59,694 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,132 | $52,208+32.4% | $86,612-20.2% | $74,419-7.1% |
| Participation rate | 85.4% | 66.3%+19.1pp | 71.7%+13.7pp | 70.7%+14.7pp |
| Annual return | 19.54% | 44.46%-24.9pp | 591.07%-571.5pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,101 | $2,282-7.9% | $3,022-30.5% | $2,637-20.3% |
| Participant deferral / active EE | $4,125 | $3,383+21.9% | $4,438-7.0% | $4,528-8.9% |
| Admin fee / account holder | $288 | $319-9.8% | $5,614-94.9% | $348-17.3% |