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 | $57,671 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $51,876 |
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 | $122,410 | $79,171+54.6% | $102,423+19.5% | $74,495+64.3% |
| Participation rate | 85.7% | 74.8%+10.9pp | 76.5%+9.2pp | 67.2%+18.5pp |
| Annual return | 13.22% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,882 | $2,362+22.0% | $3,023-4.7% | $2,623+9.9% |
| Participant deferral / active EE | $6,317 | $4,415+43.1% | $5,053+25.0% | $4,346+45.4% |
| Admin fee / account holder | $438 | $2,001-78.1% | $9,451-95.4% | $1,942-77.4% |