See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A Service code 15 · EIN 36-2085229 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,896 | $72,770+77.1% | $67,652+90.5% | $55,191+133.5% |
| Participation rate | 97.3% | 78.8%+18.5pp | 75.7%+21.6pp | 69.2%+28.1pp |
| Annual return | 14.10% | -3.26%+17.4pp | 6625.04%-6610.9pp | 10.78%+3.3pp |
| Employer contribution / active EE | $3,435 | $1,769+94.2% | $2,266+51.6% | $1,899+80.9% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |