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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $127,687 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $59,602 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,256 | $82,917-30.9% | $103,333-44.6% | $77,643-26.3% |
| Participation rate | 96.3% | 71.6%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 16.77% | 19.13%-2.4pp | 24.88%-8.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,844 | $3,552-19.9% | $3,868-26.5% | $2,726+4.3% |
| Participant deferral / active EE | $8,868 | $4,108+115.8% | $5,057+75.3% | $4,647+90.8% |
| Admin fee / account holder | $190 | $638-70.2% | $8,355-97.7% | $430-55.9% |