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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 15 · EIN 04-3046611 65 MADISON AVE · MORRISTOWN, NJ 07960 | Recordkeeping | $31,383 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,729 |
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 | $118,480 | $86,655+36.7% | $119,609-0.9% | $66,914+77.1% |
| Participation rate | 70.4% | 75.6%-5.1pp | 79.3%-8.8pp | 69.8%+0.6pp |
| Annual return | -17.76% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,629 | $2,536+3.7% | $4,232-37.9% | $2,544+3.3% |
| Participant deferral / active EE | $5,589 | $4,358+28.2% | $5,602-0.2% | $4,237+31.9% |
| Admin fee / account holder | $384 | $755-49.2% | $10,323-96.3% | $593-35.3% |