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 LLC6+ years Filed as: INVESTMENT PROFESSIONALS Service code 13 114 E MAIN ST · WAUNAKEE, WI 53597 | Contract Administrator | $60,438 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $34,956 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,612 | $53,165+0.8% | $86,188-37.8% | $74,419-28.0% |
| Participation rate | 58.1% | 64.9%-6.7pp | 69.0%-10.8pp | 70.7%-12.6pp |
| Annual return | 21.02% | 22.64%-1.6pp | 1168.45%-1147.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $1,193 | $1,210-1.4% | $2,380-49.9% | $2,637-54.8% |
| Participant deferral / active EE | $2,725 | $3,234-15.7% | $3,985-31.6% | $4,528-39.8% |
| Admin fee / account holder | $278 | $551-49.5% | $6,852-95.9% | $348-20.0% |