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 LLC5+ years Filed as: INVESTMENT PROFESSIONALS Service code 13 114 E MAIN ST · WAUNAKEE, WI 53597 | Contract Administrator | $68,880 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $34,271 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,908 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,314 | $42,353+2.3% | $79,550-45.6% | $64,808-33.2% |
| Participation rate | 58.2% | 64.8%-6.6pp | 69.5%-11.3pp | 71.5%-13.3pp |
| Annual return | -19.58% | -12.24%-7.3pp | 0.16%-19.7pp | 32.82%-52.4pp |
| Employer contribution / active EE | $1,084 | $1,181-8.2% | $2,413-55.1% | $2,506-56.8% |
| Participant deferral / active EE | $2,507 | $3,170-20.9% | $3,985-37.1% | $4,310-41.8% |
| Admin fee / account holder | $302 | $160+89.4% | $6,832-95.6% | $188+60.9% |