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 13-3689044 | Recordkeeping | $32,657 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $93,182-30.3% | $146,665-55.7% | $79,386-18.2% |
| Participation rate | 94.6% | 76.4%+18.2pp | 80.1%+14.5pp | 70.7%+23.9pp |
| Annual return | 20.00% | 21.61%-1.6pp | 22.74%-2.7pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,060 | $2,420-56.2% | $4,136-74.4% | $2,427-56.3% |
| Participant deferral / active EE | $3,886 | $4,169-6.8% | $5,506-29.4% | $4,046-4.0% |
| Admin fee / account holder | $199 | $585-66.0% | $10,280-98.1% | $626-68.3% |