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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC1 year Filed as: RMR WEALTH BUILDERS, INC. Service code 13 370 S WASHINGTON AVE · BERGENFIELD, NJ 07621 | Contract Administrator | $37,939 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $36,268 |
CALTON & ASSOCIATES, INC.3 years Filed as: CALTON & ASSOCIATES INC Service code 13 2701 N ROCKY POINT DR STE 1000 · TAMPA, FL 33607 | Contract Administrator | $33,562 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,884 | $60,488+80.0% | $109,895-0.9% | $79,386+37.2% |
| Participation rate | 69.4% | 67.0%+2.4pp | 74.2%-4.8pp | 70.7%-1.3pp |
| Annual return | 17.63% | 189.57%-171.9pp | 29.45%-11.8pp | 116.85%-99.2pp |
| Employer contribution / active EE | $5,947 | $1,649+260.7% | $2,842+109.2% | $2,427+145.0% |
| Participant deferral / active EE | $4,838 | $3,220+50.2% | $4,048+19.5% | $4,046+19.6% |
| Admin fee / account holder | $513 | $605-15.2% | $6,066-91.5% | $626-18.2% |