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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,219 |
BMO HARRIS BANK NA1 year Filed as: BMO FAMILY OFFICE, LLC Service code 27 · EIN 77-0522698 | Advisory (Plan) | $4,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,356 | $74,462-23.0% | $81,983-30.0% | $90,288-36.5% |
| Participation rate | 50.8% | 69.7%-18.9pp | 69.2%-18.5pp | 73.4%-22.6pp |
| Annual return | 17.10% | 17.56%-0.5pp | 41.31%-24.2pp | 53.97%-36.9pp |
| Employer contribution / active EE | $1,054 | $2,334-54.9% | $2,498-57.8% | $2,524-58.2% |
| Participant deferral / active EE | $2,058 | $3,602-42.9% | $3,722-44.7% | $4,232-51.4% |
| Admin fee / account holder | $10 | $98-90.0% | $5,664-99.8% | $114-91.4% |