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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC2 years Service code 15 · EIN 81-2780637 935 MAIN STREET · MANCHESTER, CT 06040 | Recordkeeping | $19,514 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,982 | $82,664-6.9% | $125,339-38.6% | $68,494+12.4% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,325 | $3,381-60.8% | $4,814-72.5% | $2,596-49.0% |
| Participant deferral / active EE | $4,487 | $6,110-26.6% | $7,446-39.7% | $4,027+11.4% |
| Admin fee / account holder | $270 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |