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 |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,661 |
Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 15 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Recordkeeping | $5,087 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,882 | $72,492-64.3% | $87,100-70.3% | $72,985-64.5% |
| Participation rate | 76.3% | 72.8%+3.5pp | 76.9%-0.5pp | 69.5%+6.9pp |
| Annual return | 19.96% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $284 | $1,894-85.0% | $2,521-88.8% | $2,440-88.4% |
| Participant deferral / active EE | $1,511 | $3,270-53.8% | $4,049-62.7% | $3,607-58.1% |
| Admin fee / account holder | $126 | $5,055-97.5% | $7,497-98.3% | $5,124-97.5% |