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 MISSOURI INVESTMENTS Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $67,052 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,020 | $29,548+326.5% | $56,411+123.4% | $77,643+62.3% |
| Participation rate | 36.3% | 32.7%+3.6pp | 52.5%-16.2pp | 70.6%-34.3pp |
| Annual return | 8.18% | 19.01%-10.8pp | 1701.33%-1693.1pp | 31.24%-23.1pp |
| Employer contribution / active EE | $732 | $568+28.9% | $1,039-29.6% | $2,726-73.2% |
| Participant deferral / active EE | $1,349 | $1,061+27.1% | $1,952-30.9% | $4,647-71.0% |
| Admin fee / account holder | $369 | $1,046-64.7% | $2,829-87.0% | $430-14.3% |