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 LLC3 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 15 · EIN 04-3046611 65 MADISON AVE · MORRISTOWN, NJ 07960 | Recordkeeping | $30,770 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,875 |
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 | $140,214 | $82,978+69.0% | $129,995+7.9% | $71,457+96.2% |
| Participation rate | 80.2% | 74.1%+6.1pp | 78.5%+1.7pp | 67.9%+12.3pp |
| Annual return | 18.53% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,425 | $2,622+30.6% | $4,320-20.7% | $2,588+32.4% |
| Participant deferral / active EE | $7,454 | $4,432+68.2% | $5,820+28.1% | $4,289+73.8% |
| Admin fee / account holder | $387 | $1,729-77.6% | $10,614-96.4% | $1,587-75.6% |