See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,992 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $19,148 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 16 · EIN 13-2808480 | Consulting | $18,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,488 | $71,516+51.7% | $98,439+10.2% | $71,457+51.8% |
| Participation rate | 80.5% | 72.7%+7.8pp | 75.2%+5.3pp | 67.9%+12.6pp |
| Annual return | 16.78% | 32.41%-15.6pp | 21.16%-4.4pp | 28.85%-12.1pp |
| Employer contribution / active EE | $4,065 | $2,399+69.5% | $3,048+33.4% | $2,588+57.1% |
| Participant deferral / active EE | $7,021 | $4,109+70.9% | $4,738+48.2% | $4,289+63.7% |
| Admin fee / account holder | $253 | $1,675-84.9% | $8,948-97.2% | $1,587-84.1% |