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 CONSULTANTS6 years Service code 26 443 N FRANKLIN · SYRACUSE, NY 13204 | Advisory (Participants) | $34,997 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $32,884 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,905 |
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 | $78,738 | $79,171-0.5% | $102,423-23.1% | $74,495+5.7% |
| Participation rate | 93.2% | 74.8%+18.4pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 17.45% | 54.93%-37.5pp | 29.32%-11.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $2,492 | $2,362+5.5% | $3,023-17.6% | $2,623-5.0% |
| Participant deferral / active EE | $7,721 | $4,415+74.9% | $5,053+52.8% | $4,346+77.7% |
| Admin fee / account holder | $338 | $2,001-83.1% | $9,451-96.4% | $1,942-82.6% |