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: PRIVATE ADVISOR GROUP, LLC Service code 15 65 MADISON AVE · MORRISTOWN, NJ 07960 | Recordkeeping | $33,055 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,450 | $93,182+78.6% | $146,665+13.5% | $79,386+109.7% |
| Participation rate | 72.9% | 76.4%-3.6pp | 80.1%-7.2pp | 70.7%+2.2pp |
| Annual return | 18.67% | 21.61%-2.9pp | 22.74%-4.1pp | 116.85%-98.2pp |
| Employer contribution / active EE | $2,819 | $2,420+16.5% | $4,136-31.8% | $2,427+16.1% |
| Participant deferral / active EE | $6,675 | $4,169+60.1% | $5,506+21.2% | $4,046+65.0% |
| Admin fee / account holder | $446 | $585-23.7% | $10,280-95.7% | $626-28.8% |