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 MELLON10+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,757 |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,991 | $48,698+45.8% | $93,606-24.2% | $199,593-64.4% |
| Participation rate | 23.2% | 63.5%-40.3pp | 68.7%-45.5pp | 72.0%-48.7pp |
| Annual return | 14.06% | 15.34%-1.3pp | 133.20%-119.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $375 | $1,135-66.9% | $2,420-84.5% | $3,034-87.6% |
| Participant deferral / active EE | $956 | $2,817-66.1% | $4,411-78.3% | $5,087-81.2% |
| Admin fee / account holder | $72 | $195-63.3% | $8,285-99.1% | $269-73.3% |