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 LLC4+ years Filed as: INVESTMENT PROFESSIONALS Service code 13 114 E MAIN ST · WAUNAKEE, WI 53597 | Contract Administrator | $74,049 |
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $34,372 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,379 | $50,956+12.6% | $96,562-40.6% | $86,799-33.9% |
| Participation rate | 59.6% | 65.2%-5.7pp | 69.8%-10.2pp | 72.3%-12.7pp |
| Annual return | 23.02% | 21.27%+1.8pp | 37.78%-14.8pp | 97.91%-74.9pp |
| Employer contribution / active EE | $1,229 | $1,111+10.6% | $2,356-47.9% | $2,405-48.9% |
| Participant deferral / active EE | $2,745 | $2,954-7.1% | $3,849-28.7% | $4,131-33.6% |
| Admin fee / account holder | $334 | $166+101.4% | $6,181-94.6% | $170+97.2% |