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 |
|---|---|---|
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $94,950 |
TRG ADVISORS, INC.7 years Filed as: TRG ADVISORS INC Service code 26 8470 ENTERPRISE CIRCLE · LAKEWOOD RANCH, FL 34202 | Advisory (Participants) | $32,401 |
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 | $122,743 | $79,171+55.0% | $102,423+19.8% | $74,495+64.8% |
| Participation rate | 76.5% | 74.8%+1.7pp | 76.5%0pp | 67.2%+9.3pp |
| Annual return | 14.68% | 54.93%-40.3pp | 29.32%-14.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,807 | $2,362+18.8% | $3,023-7.1% | $2,623+7.0% |
| Participant deferral / active EE | $8,809 | $4,415+99.5% | $5,053+74.3% | $4,346+102.7% |
| Admin fee / account holder | $379 | $2,001-81.1% | $9,451-96.0% | $1,942-80.5% |