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 NA5+ 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 | $314,847 | $88,122+257.3% | $141,162+123.0% | $67,579+365.9% |
| Participation rate | 81.2% | 76.5%+4.7pp | 82.5%-1.3pp | 71.3%+9.9pp |
| Annual return | 22.75% | 75.40%-52.7pp | 71.39%-48.6pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,360 | $3,224-57.8% | $4,735-71.3% | $2,148-36.7% |
| Participant deferral / active EE | $8,740 | $5,958+46.7% | $6,709+30.3% | $3,539+147.0% |
| Admin fee / account holder | $7 | $131-94.7% | $10,261-99.9% | $142-95.1% |