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 |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $60,055 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $58,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,034 | $87,870+57.1% | $113,168+22.0% | $74,304+85.8% |
| Participation rate | 89.1% | 70.7%+18.4pp | 76.6%+12.6pp | 60.3%+28.8pp |
| Annual return | 11.49% | 26.44%-15.0pp | 24.27%-12.8pp | 29.43%-17.9pp |
| Employer contribution / active EE | $3,205 | $2,277+40.8% | $2,975+7.7% | $2,241+43.0% |
| Participant deferral / active EE | $6,823 | $4,241+60.9% | $5,107+33.6% | $3,767+81.1% |
| Admin fee / account holder | $474 | $3,368-85.9% | $12,068-96.1% | $2,969-84.0% |