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 | $155,092 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $74,854 |
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $10,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,798 | $95,880-28.2% | $107,525-36.0% | $85,563-19.6% |
| Participation rate | 97.1% | 70.1%+27.0pp | 75.1%+22.0pp | 66.0%+31.1pp |
| Annual return | 18.32% | 68.06%-49.7pp | 181.32%-163.0pp | 31.51%-13.2pp |
| Employer contribution / active EE | $2,950 | $3,812-22.6% | $3,754-21.4% | $2,654+11.2% |
| Participant deferral / active EE | $9,444 | $4,201+124.8% | $5,116+84.6% | $4,375+115.9% |
| Admin fee / account holder | $237 | $1,025-76.9% | $8,919-97.3% | $834-71.6% |