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 |
|---|---|---|
T BANK, N.A.1+ years Service code 19 · EIN 20-1099212 | Securities Custodian | $55,474 |
THE NOLAN COMPANY1+ years Service code 15 · EIN 48-1007096 | Recordkeeping | $3,721 |
THE BANK OF NEW YORK MELLON1+ years Filed as: T BANK, N.A. 20-1099212 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,080 | $70,002+33.0% | $115,037-19.1% | $52,331+77.9% |
| Participation rate | 88.5% | 72.1%+16.4pp | 81.4%+7.1pp | 68.1%+20.4pp |
| Annual return | -6.23% | 4.04%-10.3pp | 26.14%-32.4pp | 4.54%-10.8pp |
| Employer contribution / active EE | $4,393 | $2,715+61.8% | $4,608-4.7% | $1,882+133.5% |
| Participant deferral / active EE | $7,951 | $4,920+61.6% | $6,026+31.9% | $3,022+163.1% |
| Admin fee / account holder | $455 | $566-19.6% | $8,175-94.4% | $592-23.1% |