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 25 · EIN 93-1687665 | Directed Trustee | $0 |
Filed as: STOUT RISUIS Service code 28 · EIN 38-3003685 | Investment Management | $0 |
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 | $0 | $57,065-100.0% | $75,670-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 72.3%-72.3pp | 69.5%-69.5pp |
| Annual return | -47.40% | 23.57%-71.0pp | 27.34%-74.7pp | 73.14%-120.5pp |
| Employer contribution / active EE | $21,260 | $1,817+1070.4% | $2,352+804.0% | $2,342+807.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |