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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,649 |
Service code 26 24 W. 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $19,965 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,925 | $31,310+24.3% | $53,898-27.8% | $74,304-47.6% |
| Participation rate | 87.2% | 30.7%+56.5pp | 55.0%+32.2pp | 60.3%+26.8pp |
| Annual return | 15.12% | 23.16%-8.0pp | 528.60%-513.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $901 | $450+100.3% | $932-3.3% | $2,241-59.8% |
| Participant deferral / active EE | $3,875 | $934+314.8% | $1,826+112.2% | $3,767+2.9% |
| Admin fee / account holder | $256 | $2,175-88.2% | $2,491-89.7% | $2,969-91.4% |