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 | $72,618 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 16 · EIN 13-5674085 | Consulting | $35,573 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $49,879 | $89,248-44.1% | $136,007-63.3% | $74,546-33.1% |
| Participation rate | 79.9% | 69.4%+10.5pp | 76.5%+3.4pp | 67.2%+12.7pp |
| Annual return | -8.21% | 22.76%-31.0pp | 579.32%-587.5pp | 1366.03%-1374.2pp |
| Employer contribution / active EE | $6 | $2,838-99.8% | $4,215-99.8% | $2,624-99.8% |
| Participant deferral / active EE | $5,424 | $4,598+18.0% | $7,024-22.8% | $4,347+24.8% |
| Admin fee / account holder | $487 | $1,545-68.5% | $6,858-92.9% | $1,944-74.9% |