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 7-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 |
|---|---|---|
INVESTMENT PROFESSIONALS LLC3+ years Filed as: INVESTMENT PROFESSIONALS Service code 13 114 E MAIN ST · WAUNAKEE, WI 53597 | Contract Administrator | $53,292 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $15,959 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $5,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,742 | $64,286-28.8% | $90,951-49.7% | $73,409-37.7% |
| Participation rate | 56.9% | 63.6%-6.7pp | 69.0%-12.1pp | 72.2%-15.2pp |
| Annual return | 20.26% | 21.45%-1.2pp | 134.60%-114.3pp | 59.29%-39.0pp |
| Employer contribution / active EE | $1,076 | $895+20.3% | $2,122-49.3% | $2,234-51.8% |
| Participant deferral / active EE | $2,336 | $2,453-4.8% | $3,373-30.7% | $3,805-38.6% |
| Admin fee / account holder | $223 | $287-22.4% | $5,959-96.3% | $158+41.1% |