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 MELLON3+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 | Investment Mgmt Fees | $23,600 |
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 | $24,977 | $35,485-29.6% | $74,550-66.5% | $55,725-55.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 4.57% | 0.72%+3.9pp | 32.53%-28.0pp | 244.93%-240.4pp |
| Employer contribution / active EE | $1,622 | $777+108.6% | $1,961-17.3% | $2,078-22.0% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $24 | $114-78.6% | $5,060-99.5% | $115-78.8% |