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 MANAGEMENT6+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $39,393 |
BMO HARRIS BANK NA6+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $34,212 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,785 | $79,428+23.1% | $106,548-8.2% | $79,386+23.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 15.79% | 18.27%-2.5pp | 26.80%-11.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $8,000 | $2,234+258.1% | $2,819+183.8% | $2,427+229.6% |
| Participant deferral / active EE | $357 | $3,823-90.7% | $4,398-91.9% | $4,046-91.2% |
| Admin fee / account holder | $511 | $523-2.3% | $7,407-93.1% | $626-18.4% |