See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $43,295 |
THE BANK OF NEW YORK MELLON2 years Filed as: M AND T BANK NATIONAL ASSOC Service code 16 · EIN 16-1486454 | Consulting | $14,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,811 | $55,415-51.6% | $155,509-82.8% | $74,495-64.0% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.4pp |
| Annual return | 11.82% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,628 | $2,267-28.2% | $4,672-65.2% | $2,623-37.9% |
| Participant deferral / active EE | $1,614 | $2,836-43.1% | $5,626-71.3% | $4,346-62.8% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |