See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $101,842 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $41,653 |
MAULDIN & JENKINS8 years Service code 10 · EIN 58-0692043 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,831 | $89,436-2.9% | $164,813-47.3% | $77,643+11.8% |
| Participation rate | 91.4% | 78.6%+12.8pp | 78.6%+12.8pp | 70.6%+20.8pp |
| Annual return | 17.12% | 28.83%-11.7pp | 69.93%-52.8pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,759 | $2,569-31.5% | $4,341-59.5% | $2,726-35.5% |
| Participant deferral / active EE | $5,299 | $4,897+8.2% | $6,031-12.1% | $4,647+14.0% |
| Admin fee / account holder | $485 | $339+42.8% | $12,690-96.2% | $430+12.7% |