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 MELLON4 years Filed as: BANK OF LABOR TRUST DIVISION Service code 21 756 · KANSAS CITY, MO 66101 | Bank Trustee | $71,783 |
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $51,307 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $20,462 |
Service code 22 · EIN 94-1737782 | Insurance Broker | $313 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,401 | $92,971+0.5% | $96,683-3.4% | $74,419+25.5% |
| Participation rate | 68.2% | 71.5%-3.3pp | 74.3%-6.1pp | 70.7%-2.5pp |
| Annual return | 18.02% | 37.49%-19.5pp | 35.69%-17.7pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,347 | $3,426-31.5% | $3,737-37.2% | $2,637-11.0% |
| Participant deferral / active EE | $4,903 | $3,970+23.5% | $4,878+0.5% | $4,528+8.3% |
| Admin fee / account holder | $453 | $633-28.4% | $6,730-93.3% | $348+30.3% |