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 |
|---|---|---|
Service code 26 · EIN 04-3046611 65 MADISON AVE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $36,278 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,940 |
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 | $157,031 | $88,083+78.3% | $164,813-4.7% | $74,495+110.8% |
| Participation rate | 78.2% | 73.0%+5.1pp | 78.6%-0.5pp | 67.2%+11.0pp |
| Annual return | 15.88% | 17.26%-1.4pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,047 | $2,593+17.5% | $4,341-29.8% | $2,623+16.2% |
| Participant deferral / active EE | $7,417 | $4,498+64.9% | $6,031+23.0% | $4,346+70.7% |
| Admin fee / account holder | $443 | $2,234-80.2% | $12,690-96.5% | $1,942-77.2% |