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 NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,074 | $111,491-28.2% | $189,513-57.7% | $86,799-7.7% |
| Participation rate | 74.0% | 87.3%-13.3pp | 87.8%-13.8pp | 72.3%+1.7pp |
| Annual return | 16.34% | 83.50%-67.2pp | 555.15%-538.8pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,558 | $3,951-60.6% | $6,162-74.7% | $2,405-35.2% |
| Participant deferral / active EE | $4,613 | $6,437-28.3% | $8,221-43.9% | $4,131+11.7% |
| Admin fee / account holder | $6 | $189-96.9% | $12,045-100.0% | $170-96.5% |