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 NA3+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $28,526 |
REAMS ASSET MANAGEMENT3+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $28,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,158 | $58,083+17.3% | $80,019-14.8% | $56,287+21.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 2.87% | 34.61%-31.7pp | 11.22%-8.3pp | -9.96%+12.8pp |
| Employer contribution / active EE | $4,513 | $1,932+133.6% | $2,468+82.9% | $2,111+113.8% |
| Participant deferral / active EE | $566 | $3,135-82.0% | $3,686-84.7% | $3,350-83.1% |
| Admin fee / account holder | $372 | $623-40.3% | $6,521-94.3% | $521-28.7% |