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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: M AND T BANK NATIONAL ASSO Service code 16 · EIN 16-1486454 | Consulting | $12,563 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,000 | $65,061-66.2% | $143,757-84.7% | $66,914-67.1% |
| Participation rate | 94.7% | 65.2%+29.6pp | 80.3%+14.4pp | 69.8%+24.9pp |
| Annual return | -15.10% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,506 | $2,361-36.2% | $4,951-69.6% | $2,544-40.8% |
| Participant deferral / active EE | $1,335 | $2,919-54.3% | $5,637-76.3% | $4,237-68.5% |
| Admin fee / account holder | $13 | $502-97.4% | $14,673-99.9% | $593-97.8% |