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 |
|---|---|---|
BMO HARRIS BANK NA2+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $14,897 |
REAMS ASSET MANAGEMENT2+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $12,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $78,826-100.0% | $91,001-100.0% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 75.6%-75.6pp | - |
| Annual return | 13.83% | 13.42%+0.4pp | 4.60%+9.2pp | - |
| Employer contribution / active EE | $3,166 | $2,032+55.8% | $2,456+28.9% | - |
| Participant deferral / active EE | $17 | $3,427-99.5% | $3,547-99.5% | - |
| Admin fee / account holder | $0 | $1,277-100.0% | $5,417-100.0% | - |