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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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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Participants) | $21,149 |
KATZ, SAPPER & MILLER1 year Service code 10 DEPARTMENT 235 · INDIANAPOLIS, IN 462067096 | Accounting | $16,500 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,021 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,260 | $102,317-41.1% | $146,958-59.0% | $80,856-25.5% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 10.94% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $99 | $3,713-97.3% | $4,933-98.0% | $2,755-96.4% |
| Participant deferral / active EE | $7,012 | $6,644+5.5% | $8,070-13.1% | $4,296+63.2% |
| Admin fee / account holder | $465 | $7,941-94.1% | $12,998-96.4% | $6,918-93.3% |