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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,328 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,292 | $52,293+19.1% | $178,490-65.1% | $73,409-15.1% |
| Participation rate | 49.4% | 65.3%-15.9pp | 81.9%-32.5pp | 72.2%-22.7pp |
| Annual return | 18.71% | 34.75%-16.0pp | 151.07%-132.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $585 | $1,735-66.3% | $5,011-88.3% | $2,234-73.8% |
| Participant deferral / active EE | $1,313 | $2,332-43.7% | $5,202-74.8% | $3,805-65.5% |
| Admin fee / account holder | $54 | $127-57.2% | $13,984-99.6% | $158-65.5% |