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 MELLON2 years Filed as: BANK OF AMERICA Service code 18 · EIN 56-0906609 | Investment management; Custodial (oth... | $11,644 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,571 | $104,475+85.3% | $159,436+21.4% | $79,386+143.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.04% | 67.95%-50.9pp | 263.57%-246.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $20,368 | $3,417+496.1% | $4,829+321.8% | $2,427+739.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $35 | $711-95.1% | $10,799-99.7% | $626-94.4% |