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, LLC4 years Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $23,314 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,095 |
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 | $104,520 | $102,317+2.2% | $146,958-28.9% | $80,856+29.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 14.07% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,521 | $3,713-59.0% | $4,933-69.2% | $2,755-44.8% |
| Participant deferral / active EE | $5,193 | $6,644-21.8% | $8,070-35.6% | $4,296+20.9% |
| Admin fee / account holder | $362 | $7,941-95.4% | $12,998-97.2% | $6,918-94.8% |