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 MELLON8+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $79,007 |
RPCG, LLC4 years Service code 15 · EIN 82-5042619 274 SILAS DEANE HWY, SUITE 2A · WETHERSFIELD, CT 06109 | Recordkeeping | $21,405 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 1 CAPITAL WAY · CRANSTON, RI 02910 | Accounting | $15,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,386 | $49,451+16.0% | $79,550-27.9% | $66,914-14.2% |
| Participation rate | 26.8% | 61.3%-34.6pp | 69.5%-42.7pp | 69.8%-43.0pp |
| Annual return | -15.41% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,029 | $1,266-18.7% | $2,413-57.4% | $2,544-59.6% |
| Participant deferral / active EE | $1,650 | $3,159-47.8% | $3,985-58.6% | $4,237-61.0% |
| Admin fee / account holder | $615 | $595+3.5% | $6,832-91.0% | $593+3.7% |