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.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $26,266 |
Service code 26 24 W. 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $17,778 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,315 | $34,934+6.8% | $56,411-33.9% | $74,495-49.9% |
| Participation rate | 89.3% | 32.8%+56.5pp | 52.5%+36.9pp | 67.2%+22.1pp |
| Annual return | 19.89% | 25.94%-6.1pp | 1701.33%-1681.4pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $906 | $609+48.8% | $1,039-12.7% | $2,623-65.4% |
| Participant deferral / active EE | $3,865 | $1,170+230.2% | $1,952+98.0% | $4,346-11.1% |
| Admin fee / account holder | $238 | $2,364-89.9% | $2,829-91.6% | $1,942-87.7% |