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: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $34,028 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,820 | $79,013+21.3% | $100,391-4.6% | $74,495+28.6% |
| Participation rate | 76.0% | 79.5%-3.4pp | 81.5%-5.4pp | 67.2%+8.8pp |
| Annual return | 15.88% | 20.41%-4.5pp | 49.20%-33.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,352 | $3,021-55.2% | $3,942-65.7% | $2,623-48.4% |
| Participant deferral / active EE | $8,763 | $7,760+12.9% | $8,082+8.4% | $4,346+101.6% |
| Admin fee / account holder | $266 | $1,320-79.8% | $7,899-96.6% | $1,942-86.3% |