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 | $54,510 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $44,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,792 | $76,050+39.1% | $96,544+9.6% | $71,457+48.0% |
| Participation rate | 88.8% | 74.4%+14.4pp | 76.0%+12.9pp | 67.9%+20.9pp |
| Annual return | 15.28% | 22.81%-7.5pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,869 | $2,244+27.8% | $2,965-3.2% | $2,588+10.9% |
| Participant deferral / active EE | $6,457 | $4,215+53.2% | $4,851+33.1% | $4,289+50.6% |
| Admin fee / account holder | $403 | $2,707-85.1% | $8,252-95.1% | $1,587-74.6% |