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 MELLON6+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,128 |
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 | $71,268 | $43,466+64.0% | $90,951-21.6% | $90,288-21.1% |
| Participation rate | 14.9% | 62.5%-47.6pp | 69.0%-54.1pp | 73.4%-58.5pp |
| Annual return | 15.03% | 25.26%-10.2pp | 134.60%-119.6pp | 53.97%-38.9pp |
| Employer contribution / active EE | $248 | $840-70.4% | $2,122-88.3% | $2,524-90.2% |
| Participant deferral / active EE | $622 | $2,138-70.9% | $3,373-81.6% | $4,232-85.3% |
| Admin fee / account holder | $78 | $92-14.9% | $5,959-98.7% | $114-31.5% |