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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 28 P.O. BOX 15284 · WILMINGTON, DE 198505284 | Investment Management | $27,671 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,848 | $54,701+574.3% | $86,188+328.0% | $71,457+416.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 11.25% | 20.06%-8.8pp | 1168.45%-1157.2pp | 28.85%-17.6pp |
| Employer contribution / active EE | $13,553 | $1,265+971.3% | $2,380+469.4% | $2,588+423.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $132 | $1,922-93.1% | $6,852-98.1% | $1,587-91.7% |