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 CONSULTANTS11+ years Service code 26 443 N FRANKLIN · SYRACUSE, NY 13204 | Advisory (Participants) | $42,504 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $30,776 |
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 | $140,965 | $132,049+6.8% | $200,582-29.7% | $74,304+89.7% |
| Participation rate | 96.7% | 84.1%+12.7pp | 86.9%+9.8pp | 60.3%+36.4pp |
| Annual return | 15.71% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,481 | $4,558-23.6% | $6,419-45.8% | $2,241+55.3% |
| Participant deferral / active EE | $11,729 | $7,213+62.6% | $9,331+25.7% | $3,767+211.3% |
| Admin fee / account holder | $460 | $2,405-80.9% | $16,305-97.2% | $2,969-84.5% |