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 | $49,767 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,300 |
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 | $137,636 | $81,474+68.9% | $133,956+2.7% | $73,488+87.3% |
| Participation rate | 75.4% | 76.4%-1.0pp | 79.8%-4.4pp | 70.7%+4.7pp |
| Annual return | 22.95% | 19.40%+3.5pp | 45.09%-22.1pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,537 | $2,209+14.8% | $3,919-35.3% | $2,270+11.8% |
| Participant deferral / active EE | $5,988 | $3,786+58.2% | $5,048+18.6% | $3,740+60.1% |
| Admin fee / account holder | $600 | $713-15.9% | $8,927-93.3% | $513+16.9% |