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 5-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 |
|---|---|---|
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $49,919 |
Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 GL YY 7144200129 · NASHVILLE, TN 37238 | Advisory (Participants) | $18,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,214 | $101,317-61.3% | $146,958-73.3% | $74,495-47.4% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 15.12% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,023 | $3,810+31.8% | $4,933+1.8% | $2,623+91.5% |
| Participant deferral / active EE | $9,108 | $7,303+24.7% | $8,070+12.9% | $4,346+109.6% |
| Admin fee / account holder | $310 | $1,739-82.2% | $12,998-97.6% | $1,942-84.0% |