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 MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 93-1687665 | Directed Trustee | $0 |
Filed as: STOUT RISUIS ROSS, LLC Service code 28 · EIN 38-3003685 P.O. BOX 71770 · CHICAGO, IL 606941770 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,726-100.0% | $68,793-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.2%-72.2pp | 69.6%-69.6pp |
| Annual return | 39.00% | -1.62%+40.6pp | -4.63%+43.6pp | 7.63%+31.4pp |
| Employer contribution / active EE | $18,694 | $1,846+912.7% | $2,625+612.2% | $2,381+685.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |