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 |
|---|---|---|
EVEREST CONSULTANTS5 years Service code 13 443 N FRANKLIN · SYRACUSE, NY 13204 | Contract Administrator | $27,319 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $21,917 |
RSM US LLP1 year Service code 13 · EIN 42-0714325 151 WEST 42ND STREET · NEW YORK, NY 10036 | Contract Administrator | $13,235 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,535 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,696 | $76,050-11.0% | $96,544-29.9% | $71,457-5.3% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.3pp | 67.9%+26.4pp |
| Annual return | 20.92% | 22.81%-1.9pp | 25.84%-4.9pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,107 | $2,244-6.1% | $2,965-28.9% | $2,588-18.6% |
| Participant deferral / active EE | $6,673 | $4,215+58.3% | $4,851+37.6% | $4,289+55.6% |
| Admin fee / account holder | $235 | $2,707-91.3% | $8,252-97.2% | $1,587-85.2% |