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 MELLON10+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Investment Mgmt Fees | $60,006 |
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 | $28,421 | $56,767-49.9% | $101,794-72.1% | $85,563-66.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.2%+30.8pp | 66.0%+34.0pp |
| Annual return | 6.83% | 17.76%-10.9pp | 30.53%-23.7pp | 31.51%-24.7pp |
| Employer contribution / active EE | $2,222 | $1,112+99.8% | $2,289-2.9% | $2,654-16.3% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $29 | $1,098-97.4% | $8,777-99.7% | $834-96.5% |