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 21 · EIN 13-5674085 | Bank Trustee | $1,188,921 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $111,136 |
CONRAD SIEGEL7+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $38,089 |
BLACKROCK7+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE7+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
BLACKSTONE7+ years Filed as: BLACKSTONE REAL ESTATE INCOME ADVIS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON FUND ADVISERS Service code 28 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON FUND ADVISORS Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $625,191 | $104,317+499.3% | $159,436+292.1% | $86,799+620.3% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.4pp |
| Annual return | 15.69% | 26.32%-10.6pp | 263.57%-247.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $22,766 | $3,451+559.7% | $4,829+371.4% | $2,405+846.5% |
| Participant deferral / active EE | $8,389 | $6,837+22.7% | $7,352+14.1% | $4,131+103.1% |
| Admin fee / account holder | $3,096 | $172+1697.7% | $10,799-71.3% | $170+1726.0% |