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 |
|---|---|---|
Service code 15 · EIN 41-1276678 | Recordkeeping | $19,270 |
BMS FINANCIAL ADVISORS1 year Filed as: BMS FINANCIAL ADVISORS, INC. Service code 16 1508 MOUNTAIN VIEW RD, #101 · RAPID CITY, SD 57702 | Consulting | $5,452 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,267 | $77,145+9.2% | $108,410-22.3% | $85,850-1.8% |
| Participation rate | 86.9% | 74.7%+12.2pp | 80.1%+6.8pp | 69.3%+17.6pp |
| Annual return | 11.64% | 44.54%-32.9pp | 905.27%-893.6pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,376 | $2,379-0.1% | $3,558-33.2% | $2,565-7.4% |
| Participant deferral / active EE | $3,935 | $5,566-29.3% | $6,563-40.0% | $3,952-0.4% |
| Admin fee / account holder | $263 | $5,172-94.9% | $7,295-96.4% | $6,260-95.8% |