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 MELLON5+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 | Investment Mgmt Fees | $22,101 |
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 | $26,750 | $64,286-58.4% | $90,951-70.6% | $73,409-63.6% |
| Participation rate | 99.9% | 63.6%+36.3pp | 69.0%+30.9pp | 72.2%+27.7pp |
| Annual return | 8.13% | 21.45%-13.3pp | 134.60%-126.5pp | 59.29%-51.2pp |
| Employer contribution / active EE | $2,284 | $895+155.3% | $2,122+7.6% | $2,234+2.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $23 | $287-92.0% | $5,959-99.6% | $158-85.5% |