See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $46,116 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,115 | $78,485+105.3% | $106,213+51.7% | $74,495+116.3% |
| Participation rate | 98.2% | 72.8%+25.4pp | 75.3%+22.9pp | 67.2%+31.0pp |
| Annual return | 15.24% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,195 | $2,523+66.3% | $3,171+32.3% | $2,623+59.9% |
| Participant deferral / active EE | $9,277 | $4,322+114.6% | $5,016+84.9% | $4,346+113.5% |
| Admin fee / account holder | $577 | $2,232-74.2% | $11,033-94.8% | $1,942-70.3% |