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 MELLON10+ years Filed as: BNY MELLON Service code 28 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Management | $87,870 |
RPCG, LLC6 years Service code 15 · EIN 82-5042619 274 SILAS DEANE HWY, SUITE 2A · WETHERSFIELD, CT 06109 | Recordkeeping | $22,951 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 1 CAPITAL WAY · CRANSTON, RI 02910 | Accounting | $17,430 |
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 | $43,889 | $59,417-26.1% | $93,606-53.1% | $74,495-41.1% |
| Participation rate | 92.7% | 59.7%+33.0pp | 68.7%+23.9pp | 67.2%+25.5pp |
| Annual return | 8.01% | 81.83%-73.8pp | 133.20%-125.2pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $2,724 | $1,264+115.6% | $2,420+12.6% | $2,623+3.9% |
| Participant deferral / active EE | $1,578 | $3,050-48.3% | $4,411-64.2% | $4,346-63.7% |
| Admin fee / account holder | $426 | $3,021-85.9% | $8,285-94.9% | $1,942-78.1% |