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 NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,294 | $100,801+231.6% | $149,696+123.3% | $73,409+355.4% |
| Participation rate | 85.5% | 77.7%+7.8pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 12.76% | 265.34%-252.6pp | 276.60%-263.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,401 | $3,312-57.7% | $4,644-69.8% | $2,234-37.3% |
| Participant deferral / active EE | $9,212 | $6,404+43.8% | $6,842+34.6% | $3,805+142.1% |
| Admin fee / account holder | $11 | $181-93.8% | $9,309-99.9% | $158-92.9% |