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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE INVESTORS1 year Filed as: HERTIAGE INVESTORS Service code 27 · EIN 52-1009685 | Advisory (Plan) | $116,699 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESEY · NEW YORK, NY 10281 | Investment Mgmt Fees | $99,765 |
THE BANK OF NEW YORK MELLON2+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $42,924 |
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 | $140,134 | $107,378+30.5% | $108,579+29.1% | $57,658+143.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 6.39% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $9,802 | $1,782+450.2% | $3,758+160.8% | $1,974+396.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $358 | $108+230.1% | $7,645-95.3% | $95+278.8% |