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 LABOR TRUST DIVISION Service code 21 756 · KANSAS CITY, MO 66101 | Bank Trustee | $72,313 |
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $50,292 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $25,273 |
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 | $86,426 | $78,275+10.4% | $109,143-20.8% | $86,799-0.4% |
| Participation rate | 70.1% | 73.8%-3.8pp | 75.9%-5.8pp | 72.3%-2.2pp |
| Annual return | 8.98% | 19.14%-10.2pp | 25.75%-16.8pp | 97.91%-88.9pp |
| Employer contribution / active EE | $2,325 | $3,105-25.1% | $3,722-37.5% | $2,405-3.4% |
| Participant deferral / active EE | $4,670 | $3,641+28.3% | $4,653+0.4% | $4,131+13.1% |
| Admin fee / account holder | $462 | $198+132.8% | $6,752-93.2% | $170+172.5% |