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 24 W 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $13,421 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,484 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,447 | $58,264-56.3% | $86,612-70.6% | $71,457-64.4% |
| Participation rate | 84.1% | 65.0%+19.1pp | 71.7%+12.4pp | 67.9%+16.1pp |
| Annual return | 16.27% | 21.63%-5.4pp | 591.07%-574.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,751 | $2,574-32.0% | $3,022-42.1% | $2,588-32.3% |
| Participant deferral / active EE | $3,269 | $3,436-4.9% | $4,438-26.3% | $4,289-23.8% |
| Admin fee / account holder | $131 | $1,057-87.6% | $5,614-97.7% | $1,587-91.7% |