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 MELLON7+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,407 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,900 | $48,166+57.6% | $96,562-21.4% | $93,030-18.4% |
| Participation rate | 15.7% | 65.1%-49.4pp | 69.8%-54.2pp | 73.9%-58.2pp |
| Annual return | 14.23% | 21.31%-7.1pp | 37.78%-23.6pp | 158.70%-144.5pp |
| Employer contribution / active EE | $276 | $1,070-74.2% | $2,356-88.3% | $2,706-89.8% |
| Participant deferral / active EE | $689 | $2,576-73.3% | $3,849-82.1% | $4,562-84.9% |
| Admin fee / account holder | $88 | $110-20.1% | $6,181-98.6% | $152-41.9% |