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 |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $55,594 |
THE RETIREMENT PLANNING GROUP4+ years Filed as: RETIREMENT PLANNING GROUP, LLP Service code 15 · EIN 04-3469730 628 HEBRON AVENUE, SUITE 308 · GLASTONBURY, CT 06033 | Recordkeeping | $22,380 |
WOLF & COMPANY, P.C.1 year Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $13,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,366 | $42,548-7.5% | $74,550-47.2% | $56,287-30.1% |
| Participation rate | 91.9% | 60.5%+31.5pp | 69.1%+22.8pp | 69.9%+22.1pp |
| Annual return | -5.78% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,654 | $855+93.4% | $1,961-15.7% | $2,111-21.7% |
| Participant deferral / active EE | $1,163 | $2,277-48.9% | $3,108-62.6% | $3,350-65.3% |
| Admin fee / account holder | $386 | $467-17.3% | $5,060-92.4% | $521-25.8% |