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 MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $77,334 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $803,298-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 56.4%-56.4pp | 17.1%-17.1pp |
| Annual return | 10.82% | 9.70%+1.1pp | 10.48%+0.3pp | 9.82%+1.0pp |
| Employer contribution / active EE | $7,673 | $7,792-1.5% | $34,979-78.1% | $13,587-43.5% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $3,829-100.0% | $2,893-100.0% |