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 MELLON5 years Filed as: BANK OF ANN ARBOR Service code 27 · EIN 38-3252110 | Advisory (Plan) | $51,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,210 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,917 | $92,055+8.5% | $106,213-5.9% | $77,643+28.7% |
| Participation rate | 92.8% | 81.0%+11.8pp | 75.3%+17.6pp | 70.6%+22.3pp |
| Annual return | 15.74% | 17.91%-2.2pp | 116.14%-100.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,738 | $3,367+70.4% | $3,171+80.9% | $2,726+110.5% |
| Participant deferral / active EE | $15,084 | $5,386+180.1% | $5,016+200.7% | $4,647+224.6% |
| Admin fee / account holder | $226 | $219+3.4% | $11,033-97.9% | $430-47.4% |