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 CONSULTANTS10+ years Service code 26 443 N FRANKLIN · SYRACUSE, NY 13204 | Advisory (Participants) | $36,952 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,599 |
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 | $121,662 | $122,239-0.5% | $184,200-34.0% | $74,546+63.2% |
| Participation rate | 93.1% | 85.5%+7.6pp | 86.8%+6.2pp | 67.2%+25.8pp |
| Annual return | 16.40% | 19.95%-3.5pp | 28.80%-12.4pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $3,206 | $4,537-29.3% | $6,424-50.1% | $2,624+22.2% |
| Participant deferral / active EE | $10,800 | $7,139+51.3% | $9,132+18.3% | $4,347+148.4% |
| Admin fee / account holder | $393 | $1,260-68.8% | $13,907-97.2% | $1,944-79.8% |