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 MELLON5+ years Filed as: BANK OF NY MELLON WEALTH MANAGEMENT Service code 21 · EIN 25-0659306 | Bank Trustee | $21,491 |
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 | $56,247 | $83,477-32.6% | $125,175-55.1% | $72,985-22.9% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 19.23% | 25.78%-6.5pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,877 | $2,345+65.3% | $3,865+0.3% | $2,440+58.9% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $192 | $5,517-96.5% | $9,702-98.0% | $5,124-96.3% |