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 |
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 | $93,083 | $54,726+70.1% | $68,793+35.3% | $64,186+45.0% |
| Participation rate | 86.4% | 68.0%+18.3pp | 72.2%+14.1pp | 69.6%+16.8pp |
| Annual return | -3.51% | -1.62%-1.9pp | -4.63%+1.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,682 | $1,846+99.5% | $2,625+40.3% | $2,381+54.7% |
| Participant deferral / active EE | $5,153 | $2,626+96.2% | $3,311+55.6% | $3,470+48.5% |
| Admin fee / account holder | $2 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |