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 9-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 NA1 year Filed as: BMO FAMILY OFFICE, LLC Service code 27 · EIN 77-0522698 | Advisory (Plan) | $23,504 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $276 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $219,168 | $74,462+194.3% | $81,983+167.3% | $90,288+142.7% |
| Participation rate | 73.6% | 69.7%+3.9pp | 69.2%+4.3pp | 73.4%+0.2pp |
| Annual return | 13.18% | 17.56%-4.4pp | 41.31%-28.1pp | 53.97%-40.8pp |
| Employer contribution / active EE | $7,205 | $2,334+208.6% | $2,498+188.4% | $2,524+185.4% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $18 | $98-81.1% | $5,664-99.7% | $114-83.8% |