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: AMERICAN PORTFOLIOS ADVISORS Service code 15 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 11741 | Recordkeeping | $51,583 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,424 |
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 | $87,449 | $66,302+31.9% | $110,238-20.7% | $56,287+55.4% |
| Participation rate | 82.4% | 74.9%+7.4pp | 79.8%+2.5pp | 69.9%+12.5pp |
| Annual return | -4.63% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,323 | $2,047+13.5% | $3,826-39.3% | $2,111+10.1% |
| Participant deferral / active EE | $5,561 | $3,381+64.5% | $4,672+19.0% | $3,350+66.0% |
| Admin fee / account holder | $568 | $698-18.7% | $8,547-93.4% | $521+9.1% |