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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 NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 12 · EIN 39-1186267 P.O. BOX 2980 · MILWAUKEE, WI 53201 | Custodial (securities); Recordkeeping... | $68,667 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 8182 MARYLAND AVE 900 · ST. LOUIS, MO 63105 | Accounting | $7,415 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,051 | $71,802-73.5% | $133,980-85.8% | $57,658-67.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 7.71% | 13.51%-5.8pp | 29.30%-21.6pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,157 | $3,161-63.4% | $5,211-77.8% | $1,974-41.4% |
| Participant deferral / active EE | $476 | $4,606-89.7% | $6,282-92.4% | $3,061-84.5% |
| Admin fee / account holder | $162 | $88+85.1% | $9,324-98.3% | $95+71.7% |