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 |
|---|---|---|
CFM ADVISORS3 years Service code 15 1800 WALT WHITMAN DR. · MELVILLE, NY 11747 | Recordkeeping | $9,664 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,032 | $65,322-55.6% | $70,449-58.8% | $73,488-60.5% |
| Participation rate | 83.3% | 77.0%+6.4pp | 75.1%+8.3pp | 70.7%+12.7pp |
| Annual return | 16.60% | 15.71%+0.9pp | 109.03%-92.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $157 | $2,460-93.6% | $2,737-94.2% | $2,270-93.1% |
| Participant deferral / active EE | $2,526 | $3,375-25.2% | $3,709-31.9% | $3,740-32.5% |
| Admin fee / account holder | $156 | $214-27.0% | $3,845-95.9% | $513-69.5% |