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 MELLON1+ years Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 · EIN 62-1517792 | Accounting | $10,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,974 | $37,117+31.9% | $147,614-66.8% | $55,191-11.3% |
| Participation rate | 62.1% | 63.6%-1.5pp | 84.6%-22.5pp | 69.2%-7.1pp |
| Annual return | 0.95% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $830 | $1,620-48.8% | $5,564-85.1% | $1,899-56.3% |
| Participant deferral / active EE | $1,737 | $1,985-12.5% | $4,895-64.5% | $3,046-43.0% |
| Admin fee / account holder | $20 | $86-77.1% | $11,611-99.8% | $91-78.4% |