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 15 2139 SILAS DEANE HWY · ROCKY HILL, CT 06067 | Recordkeeping | $20,120 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,447 |
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 | $96,536 | $105,181-8.2% | $159,436-39.5% | $85,850+12.4% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.8%+11.2pp | 69.3%+24.7pp |
| Annual return | 13.84% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,277 | $3,318-61.5% | $4,829-73.6% | $2,565-50.2% |
| Participant deferral / active EE | $4,661 | $5,945-21.6% | $7,352-36.6% | $3,952+18.0% |
| Admin fee / account holder | $302 | $6,933-95.6% | $10,799-97.2% | $6,260-95.2% |