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 | $40,515 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA N. A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,665 | $93,182-48.8% | $146,665-67.5% | $79,386-40.0% |
| Participation rate | 99.4% | 76.4%+23.0pp | 80.1%+19.3pp | 70.7%+28.7pp |
| Annual return | 16.55% | 21.61%-5.1pp | 22.74%-6.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,350 | $2,420-2.9% | $4,136-43.2% | $2,427-3.2% |
| Participant deferral / active EE | $2,337 | $4,169-44.0% | $5,506-57.6% | $4,046-42.2% |
| Admin fee / account holder | $170 | $585-70.9% | $10,280-98.3% | $626-72.8% |