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 |
|---|---|---|
RMR WEALTH BUILDERS INC2 years Filed as: RMR WEALTH BUILDERS, INC. Service code 13 · EIN 11-2812983 370 S WASHINGTON AVE · BERGENFIELD, NJ 07621 | Contract Administrator | $74,523 |
PAYCHEX, INC.6 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $41,029 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,247 |
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 | $73,823 | $42,901+72.1% | $91,220-19.1% | $64,808+13.9% |
| Participation rate | 76.0% | 68.1%+7.8pp | 73.2%+2.8pp | 71.5%+4.5pp |
| Annual return | -16.15% | -13.53%-2.6pp | 114.01%-130.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,134 | $1,571+99.5% | $2,850+10.0% | $2,506+25.1% |
| Participant deferral / active EE | $5,467 | $3,501+56.2% | $4,234+29.1% | $4,310+26.8% |
| Admin fee / account holder | $435 | $131+232.0% | $5,420-92.0% | $188+131.8% |