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 MELLON5+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $56,537 |
RPCG, LLC1 year Service code 15 · EIN 82-5042619 628 HEBRON AVENUE, SUITE 308 · GLASTONBURY, CT 06033 | Recordkeeping | $21,475 |
WOLF & COMPANY, P.C.2 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $14,626 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,089 | $49,138-10.3% | $84,015-47.5% | $65,185-32.4% |
| Participation rate | 96.1% | 60.7%+35.4pp | 69.0%+27.1pp | 70.2%+25.9pp |
| Annual return | 18.07% | 23.00%-4.9pp | 71.31%-53.2pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,825 | $914+99.7% | $1,983-8.0% | $2,177-16.2% |
| Participant deferral / active EE | $1,128 | $2,397-53.0% | $3,239-65.2% | $3,514-67.9% |
| Admin fee / account holder | $374 | $543-31.2% | $6,101-93.9% | $847-55.9% |