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 8-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 | $14,929 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $10,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,220 | $29,548-35.0% | $56,411-65.9% | $77,643-75.2% |
| Participation rate | 29.7% | 32.7%-3.0pp | 52.5%-22.8pp | 70.6%-40.9pp |
| Annual return | 20.18% | 19.01%+1.2pp | 1701.33%-1681.2pp | 31.24%-11.1pp |
| Employer contribution / active EE | $586 | $568+3.3% | $1,039-43.6% | $2,726-78.5% |
| Participant deferral / active EE | $1,021 | $1,061-3.8% | $1,952-47.7% | $4,647-78.0% |
| Admin fee / account holder | $147 | $1,046-86.0% | $2,829-94.8% | $430-65.9% |