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 | $36,508 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA N. A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,154 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,729 | $86,655-58.8% | $119,609-70.1% | $66,914-46.6% |
| Participation rate | 96.3% | 75.6%+20.7pp | 79.3%+17.0pp | 69.8%+26.5pp |
| Annual return | -20.05% | -8.00%-12.0pp | -14.97%-5.1pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,037 | $2,536-19.7% | $4,232-51.9% | $2,544-20.0% |
| Participant deferral / active EE | $2,295 | $4,358-47.3% | $5,602-59.0% | $4,237-45.8% |
| Admin fee / account holder | $142 | $755-81.2% | $10,323-98.6% | $593-76.1% |