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 MELLON7+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $102,448 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 52 | Indirect Investment Fees | $88,303 |
MISCELLANEOUS3 years Service code 28 BANK OF AMERICA MERRILL LYNCH · NEW HAVEN, CT 06510 | Investment Management | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,189 | $82,664+120.4% | $125,339+45.4% | $68,494+166.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,848 | $3,381+13.8% | $4,814-20.1% | $2,596+48.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $833 | $6,275-86.7% | $10,010-91.7% | $5,403-84.6% |