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 51 · EIN 94-1687665 | Investment Mgmt Fees | $23,920 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,371 | $48,064-49.3% | $78,778-69.1% | $69,631-65.0% |
| Participation rate | 99.9% | 61.6%+38.3pp | 69.2%+30.7pp | 70.7%+29.2pp |
| Annual return | 6.83% | 21.81%-15.0pp | 35.62%-28.8pp | 27571.02%-27564.2pp |
| Employer contribution / active EE | $1,643 | $744+121.0% | $1,986-17.3% | $2,032-19.2% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $25 | $152-83.5% | $5,134-99.5% | $110-77.2% |