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 NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $41,715 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,723 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,682 | $98,750-27.4% | $149,696-52.1% | $79,858-10.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.6pp |
| Annual return | 13.01% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,189 | $5,680-8.6% | $6,842-24.1% | $3,740+38.8% |
| Admin fee / account holder | $699 | $6,053-88.5% | $9,309-92.5% | $5,306-86.8% |