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 MELLON2 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $19,912 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 16 · EIN 13-2808480 | Consulting | $18,573 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,662 |
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 | $132,950 | $71,516+85.9% | $98,439+35.1% | $71,457+86.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 17.21% | 32.41%-15.2pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,654 | $2,399+52.3% | $3,048+19.9% | $2,588+41.2% |
| Participant deferral / active EE | $8,269 | $4,109+101.3% | $4,738+74.5% | $4,289+92.8% |
| Admin fee / account holder | $413 | $1,675-75.3% | $8,948-95.4% | $1,587-74.0% |