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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $100,422 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $49,973 |
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 | $36,749 | $106,236-65.4% | $112,228-67.3% | $64,808-43.3% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.1%+17.0pp | 71.5%+20.5pp |
| Annual return | -13.66% | -6.02%-7.6pp | 27.45%-41.1pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,307 | $3,166-27.1% | $3,635-36.5% | $2,506-7.9% |
| Participant deferral / active EE | $6,935 | $3,785+83.2% | $4,728+46.7% | $4,310+60.9% |
| Admin fee / account holder | $160 | $452-64.6% | $6,410-97.5% | $188-14.9% |