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 MELLON6+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $67,297 |
RPCG, LLC2 years Service code 15 · EIN 82-5042619 628 HEBRON AVENUE, SUITE 308 · GLASTONBURY, CT 06033 | Recordkeeping | $20,670 |
WOLF & COMPANY, P.C.3 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $13,500 |
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 | $45,072 | $54,573-17.4% | $90,951-50.4% | $73,488-38.7% |
| Participation rate | 94.4% | 61.2%+33.3pp | 69.0%+25.4pp | 70.7%+23.8pp |
| Annual return | 11.66% | 16.69%-5.0pp | 134.60%-122.9pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,949 | $991+197.5% | $2,122+39.0% | $2,270+29.9% |
| Participant deferral / active EE | $1,201 | $2,517-52.3% | $3,373-64.4% | $3,740-67.9% |
| Admin fee / account holder | $345 | $521-33.8% | $5,959-94.2% | $513-32.8% |