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 MELLON1+ years Filed as: TD BANK Service code 21 · EIN 03-0349319 | Bank Trustee | $24,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,906 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,083 | $57,108-8.8% | $94,224-44.7% | $52,331-0.5% |
| Participation rate | 83.3% | 72.9%+10.4pp | 78.8%+4.6pp | 68.1%+15.2pp |
| Annual return | -0.98% | 1.47%-2.4pp | 10.68%-11.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,130 | $1,735-34.9% | $3,587-68.5% | $1,882-40.0% |
| Participant deferral / active EE | $2,693 | $3,040-11.4% | $4,320-37.7% | $3,022-10.9% |
| Admin fee / account holder | $159 | $546-71.0% | $6,269-97.5% | $592-73.2% |