See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $33,388 |
EVEREST CONSULTANTS3 years Service code 13 443 N FRANKLIN · SYRACUSE, NY 13204 | Contract Administrator | $27,912 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,242 |
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 | $96,581 | $84,936+13.7% | $111,297-13.2% | $79,386+21.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 21.63% | 17.45%+4.2pp | 54.65%-33.0pp | 116.85%-95.2pp |
| Employer contribution / active EE | $2,112 | $1,979+6.7% | $2,731-22.7% | $2,427-13.0% |
| Participant deferral / active EE | $7,339 | $3,888+88.8% | $4,487+63.6% | $4,046+81.4% |
| Admin fee / account holder | $339 | $537-37.0% | $7,964-95.7% | $626-45.9% |