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 |
|---|---|---|
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $12,511 |
Service code 13 24 W. 40TH STREET · NEW YORK, NY 10018 | Contract Administrator | $8,266 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $5,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,793 | $31,679+19.3% | $74,701-49.4% | $65,185-42.0% |
| Participation rate | 77.2% | 40.4%+36.9pp | 54.5%+22.7pp | 70.2%+7.0pp |
| Annual return | 12.95% | 39.04%-26.1pp | 752.92%-740.0pp | 29.38%-16.4pp |
| Employer contribution / active EE | $1,113 | $566+96.6% | $1,084+2.7% | $2,177-48.9% |
| Participant deferral / active EE | $2,975 | $1,191+149.8% | $1,964+51.5% | $3,514-15.3% |
| Admin fee / account holder | $329 | $379-13.1% | $3,333-90.1% | $847-61.2% |