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 28 · EIN 22-2342989 | Investment Management | $16,932 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $6,886-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 11.0%-11.0pp |
| Annual return | 10.61% | 4.91%+5.7pp | 7.17%+3.4pp | 8.21%+2.4pp |
| Employer contribution / active EE | $876 | $6,090-85.6% | $19,965-95.6% | $13,842-93.7% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $5-100.0% | $1,652-100.0% |