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 |
|---|---|---|
Service code 15 72 EAGLE CHASE · WOODBURY, NY 11797 | Recordkeeping | $49,744 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,489 | $71,192+39.7% | $117,854-15.6% | $62,292+59.7% |
| Participation rate | 82.7% | 74.2%+8.5pp | 79.7%+3.1pp | 69.5%+13.2pp |
| Annual return | 25.75% | 18.66%+7.1pp | 335.08%-309.3pp | 28.90%-3.2pp |
| Employer contribution / active EE | $2,430 | $1,934+25.6% | $3,786-35.8% | $2,042+19.0% |
| Participant deferral / active EE | $5,848 | $3,189+83.4% | $4,482+30.5% | $3,169+84.5% |
| Admin fee / account holder | $529 | $587-9.9% | $8,020-93.4% | $479+10.4% |