See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 26 · EIN 81-2780637 935 MAIN STREET · MANCHESTER, CT 06040 | Advisory (Participants) | $13,703 |
Filed as: ERISA FIDUCIARY SERVICES Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,003 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $1,523 |
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 | $45,539 | $45,863-0.7% | $77,024-40.9% | $68,494-33.5% |
| Participation rate | 91.1% | 55.9%+35.2pp | 67.9%+23.2pp | 67.9%+23.3pp |
| Annual return | -11.66% | 1.72%-13.4pp | 42.32%-54.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $458 | $1,650-72.3% | $2,812-83.7% | $2,596-82.4% |
| Participant deferral / active EE | $3,059 | $2,962+3.3% | $4,426-30.9% | $4,027-24.0% |
| Admin fee / account holder | $370 | $3,041-87.8% | $5,425-93.2% | $5,403-93.1% |