See peer percentile detail. $4.99 for your first month.
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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 | $44,227 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $58,239 | $52,293+11.4% | $178,490-67.4% | $73,409-20.7% |
| Participation rate | 59.6% | 65.3%-5.8pp | 81.9%-22.4pp | 72.2%-12.6pp |
| Annual return | 18.73% | 34.75%-16.0pp | 151.07%-132.3pp | 59.29%-40.6pp |
| Employer contribution / active EE | $821 | $1,735-52.7% | $5,011-83.6% | $2,234-63.2% |
| Participant deferral / active EE | $1,701 | $2,332-27.1% | $5,202-67.3% | $3,805-55.3% |
| Admin fee / account holder | $62 | $127-51.1% | $13,984-99.6% | $158-60.6% |