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 |
|---|---|---|
Service code 26 732 E MCMURRAY RD · MCMURRAY, PA 15317 | Advisory (Participants) | $46,982 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,938 |
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 | $84,555 | $59,417+42.3% | $93,606-9.7% | $74,495+13.5% |
| Participation rate | 93.8% | 59.7%+34.1pp | 68.7%+25.0pp | 67.2%+26.5pp |
| Annual return | 11.36% | 81.83%-70.5pp | 133.20%-121.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $784 | $1,264-38.0% | $2,420-67.6% | $2,623-70.1% |
| Participant deferral / active EE | $5,099 | $3,050+67.2% | $4,411+15.6% | $4,346+17.3% |
| Admin fee / account holder | $398 | $3,021-86.8% | $8,285-95.2% | $1,942-79.5% |