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 | $44,630 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,267 |
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 | $115,575 | $86,332+33.9% | $125,175-7.7% | $65,185+77.3% |
| Participation rate | 73.2% | 75.3%-2.1pp | 79.8%-6.6pp | 70.2%+3.0pp |
| Annual return | 26.37% | 27.43%-1.1pp | 43.79%-17.4pp | 29.38%-3.0pp |
| Employer contribution / active EE | $2,386 | $2,040+17.0% | $3,865-38.3% | $2,177+9.6% |
| Participant deferral / active EE | $5,552 | $3,537+57.0% | $4,937+12.5% | $3,514+58.0% |
| Admin fee / account holder | $537 | $609-11.8% | $9,702-94.5% | $847-36.6% |