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 9-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 WEALTH MANAGEMENT Service code 33 · EIN 13-5160382 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Securities brokerage | $74,514 |
PRAGER METIS CPAS, LLC3 years Service code 10 · EIN 06-1667465 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Accounting | $19,275 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 11 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Actuarial | $16,520 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -17.79% | 93.59%-111.4pp | 22.50%-40.3pp | 39.77%-57.6pp |
| Employer contribution / active EE | $0 | $17,832-100.0% | $33,849-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |