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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,554 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,702 | $88,083-23.1% | $164,813-58.9% | $74,495-9.1% |
| Participation rate | 85.6% | 73.0%+12.6pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 15.19% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,298 | $2,593-49.9% | $4,341-70.1% | $2,623-50.5% |
| Participant deferral / active EE | $3,997 | $4,498-11.1% | $6,031-33.7% | $4,346-8.0% |
| Admin fee / account holder | $222 | $2,234-90.0% | $12,690-98.2% | $1,942-88.5% |