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 MELLON9+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $78,686 |
RPCG, LLC5 years Service code 15 · EIN 82-5042619 274 SILAS DEANE HWY, SUITE 2A · WETHERSFIELD, CT 06109 | Recordkeeping | $22,096 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 1 CAPITAL WAY · CRANSTON, RI 02910 | Accounting | $17,105 |
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 | $40,734 | $54,701-25.5% | $86,188-52.7% | $71,457-43.0% |
| Participation rate | 96.3% | 60.1%+36.2pp | 69.0%+27.4pp | 67.9%+28.4pp |
| Annual return | 10.51% | 20.06%-9.5pp | 1168.45%-1157.9pp | 28.85%-18.3pp |
| Employer contribution / active EE | $4,654 | $1,265+267.9% | $2,380+95.5% | $2,588+79.9% |
| Participant deferral / active EE | $1,635 | $3,108-47.4% | $3,985-59.0% | $4,289-61.9% |
| Admin fee / account holder | $400 | $1,922-79.2% | $6,852-94.2% | $1,587-74.8% |