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 |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,029 | $40,113+77.1% | $84,015-15.5% | $77,787-8.7% |
| Participation rate | 15.1% | 62.8%-47.7pp | 69.0%-53.9pp | 73.2%-58.1pp |
| Annual return | 20.40% | 23.27%-2.9pp | 71.31%-50.9pp | 32.57%-12.2pp |
| Employer contribution / active EE | $249 | $847-70.6% | $1,983-87.5% | $2,504-90.1% |
| Participant deferral / active EE | $623 | $2,030-69.3% | $3,239-80.8% | $3,967-84.3% |
| Admin fee / account holder | $93 | $92+1.1% | $6,101-98.5% | $100-7.5% |