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 | $32,913 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA N. A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,138 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,125 | $81,474-47.1% | $133,956-67.8% | $73,488-41.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 17.85% | 19.40%-1.6pp | 45.09%-27.2pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,314 | $2,209+4.7% | $3,919-41.0% | $2,270+1.9% |
| Participant deferral / active EE | $1,894 | $3,786-50.0% | $5,048-62.5% | $3,740-49.4% |
| Admin fee / account holder | $129 | $713-81.9% | $8,927-98.6% | $513-74.8% |