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 | $27,406 |
REAMS ASSET MANAGEMENT2+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $26,395 |
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 | $63,299-100.0% | $91,001-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 13.86% | 20.99%-7.1pp | 4.60%+9.3pp | 28.90%-15.0pp |
| Employer contribution / active EE | $4,128 | $1,807+128.5% | $2,456+68.1% | $2,042+102.1% |
| Participant deferral / active EE | $725 | $2,943-75.4% | $3,547-79.6% | $3,169-77.1% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |