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 MELLON2 years Filed as: BANK OF MARIN Service code 27 4460 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,986 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $23,169 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,982 | $138,347+33.7% | $184,203+0.4% | $80,856+128.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.93% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $11,650 | $4,850+140.2% | $6,427+81.3% | $2,755+322.9% |
| Participant deferral / active EE | $15,684 | $7,071+121.8% | $9,131+71.8% | $4,296+265.1% |
| Admin fee / account holder | $447 | $10,483-95.7% | $13,901-96.8% | $6,918-93.5% |