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 15 · EIN 13-3689044 | Recordkeeping | $68,740 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,288 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 16 · EIN 13-2808480 | Consulting | $25,628 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,625 | $107,459-74.3% | $135,903-79.7% | $80,160-65.5% |
| Participation rate | 98.0% | 78.0%+20.0pp | 81.9%+16.1pp | 72.9%+25.1pp |
| Annual return | 18.61% | 91.91%-73.3pp | 68.23%-49.6pp | 40.38%-21.8pp |
| Employer contribution / active EE | $2,347 | $3,877-39.5% | $4,856-51.7% | $2,978-21.2% |
| Participant deferral / active EE | $4,240 | $8,195-48.3% | $7,758-45.3% | $5,017-15.5% |
| Admin fee / account holder | $75 | $127-40.9% | $10,762-99.3% | $145-48.3% |