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 | $40,289 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,230 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,313 | $96,484-59.3% | $156,263-74.8% | $74,304-47.1% |
| Participation rate | 98.5% | 67.7%+30.8pp | 78.9%+19.6pp | 60.3%+38.1pp |
| Annual return | 11.78% | 17.73%-6.0pp | 59.47%-47.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,434 | $2,528-3.7% | $4,333-43.8% | $2,241+8.6% |
| Participant deferral / active EE | $2,715 | $4,286-36.7% | $6,158-55.9% | $3,767-27.9% |
| Admin fee / account holder | $143 | $3,728-96.2% | $14,255-99.0% | $2,969-95.2% |