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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,860 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,138 |
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 | $54,142 | $81,474-33.5% | $133,956-59.6% | $73,488-26.3% |
| Participation rate | 89.2% | 76.4%+12.8pp | 79.8%+9.4pp | 70.7%+18.5pp |
| Annual return | 18.90% | 19.40%-0.5pp | 45.09%-26.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $900 | $2,209-59.3% | $3,919-77.0% | $2,270-60.4% |
| Participant deferral / active EE | $3,206 | $3,786-15.3% | $5,048-36.5% | $3,740-14.3% |
| Admin fee / account holder | $153 | $713-78.5% | $8,927-98.3% | $513-70.1% |