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 MELLON7+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $83,954 |
RPCG, LLC3 years Service code 15 · EIN 82-5042619 274 SILAS DEANE HWY, SUITE 2A · WETHERSFIELD, CT 06109 | Recordkeeping | $20,600 |
WOLF & COMPANY, P.C.4 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $13,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,074 | $59,263-22.3% | $96,562-52.3% | $79,386-42.0% |
| Participation rate | 95.5% | 61.9%+33.6pp | 69.8%+25.7pp | 70.7%+24.8pp |
| Annual return | 9.44% | 27.07%-17.6pp | 37.78%-28.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $3,182 | $1,216+161.7% | $2,356+35.0% | $2,427+31.1% |
| Participant deferral / active EE | $1,408 | $2,948-52.2% | $3,849-63.4% | $4,046-65.2% |
| Admin fee / account holder | $404 | $658-38.7% | $6,181-93.5% | $626-35.6% |