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 |
|---|---|---|
REAMS ASSET MANAGEMENT5+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $35,722 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $33,163 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
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 | $84,091 | $70,908+18.6% | $98,907-15.0% | $73,488+14.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.07% | 34.17%-22.1pp | 196.43%-184.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $379 | $3,500-89.2% | $4,244-91.1% | $3,740-89.9% |
| Admin fee / account holder | $450 | $535-15.8% | $6,642-93.2% | $513-12.2% |