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 |
|---|---|---|
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $22,753 |
EVEREST CONSULTANTS1 year Service code 13 443 N FRANKLIN · SYRACUSE, NY 13204 | Contract Administrator | $17,924 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $7,284 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,170 | $65,376+5.8% | $87,100-20.6% | $65,185+6.1% |
| Participation rate | 94.3% | 75.3%+19.0pp | 76.9%+17.4pp | 70.2%+24.1pp |
| Annual return | 24.94% | 31.27%-6.3pp | 28.19%-3.3pp | 29.38%-4.4pp |
| Employer contribution / active EE | $2,026 | $1,822+11.2% | $2,521-19.6% | $2,177-6.9% |
| Participant deferral / active EE | $6,785 | $3,388+100.3% | $4,049+67.6% | $3,514+93.1% |
| Admin fee / account holder | $269 | $520-48.2% | $7,497-96.4% | $847-68.2% |