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 |
|---|---|---|
Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $28,395 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,727 | $72,607+55.3% | $90,749+24.2% | $66,914+68.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -14.30% | -12.28%-2.0pp | -12.16%-2.1pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,446 | $2,369+45.5% | $2,921+18.0% | $2,544+35.5% |
| Participant deferral / active EE | $7,932 | $3,977+99.4% | $4,564+73.8% | $4,237+87.2% |
| Admin fee / account holder | $333 | $707-53.0% | $8,445-96.1% | $593-43.9% |