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 MISSOURI7 years Service code 27 · EIN 43-0170190 | Advisory (Plan) | $71,417 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,112 | $65,908+20.0% | $81,812-3.3% | $77,643+1.9% |
| Participation rate | 86.3% | 65.8%+20.5pp | 72.3%+14.0pp | 70.6%+15.7pp |
| Annual return | 14.72% | 26.64%-11.9pp | 773.79%-759.1pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,334 | $2,370-1.5% | $2,912-19.9% | $2,726-14.4% |
| Participant deferral / active EE | $4,621 | $3,505+31.8% | $4,319+7.0% | $4,647-0.6% |
| Admin fee / account holder | $334 | $526-36.5% | $7,386-95.5% | $430-22.4% |