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 NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,936 | $75,388+256.7% | $123,544+117.7% | $55,725+382.6% |
| Participation rate | 79.2% | 75.7%+3.5pp | 82.3%-3.1pp | 70.9%+8.3pp |
| Annual return | -5.35% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,358 | $3,063-55.7% | $4,628-70.6% | $2,078-34.6% |
| Participant deferral / active EE | $8,199 | $5,651+45.1% | $6,426+27.6% | $3,356+144.4% |
| Admin fee / account holder | $6 | $120-95.4% | $9,284-99.9% | $115-95.2% |