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 |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,741 |
Service code 27 | Advisory (Plan) | $15,969 |
Service code 26 · EIN 16-1334685 114 BUSINESS PARK DRIVE · UTICA, NY 14620 | Advisory (Participants) | $8,339 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,932 | $59,402-44.6% | $93,654-64.8% | $74,546-55.8% |
| Participation rate | 89.2% | 59.7%+29.5pp | 68.7%+20.5pp | 67.2%+22.0pp |
| Annual return | 16.52% | 81.86%-65.3pp | 133.34%-116.8pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $525 | $1,265-58.5% | $2,421-78.3% | $2,624-80.0% |
| Participant deferral / active EE | $4,880 | $3,049+60.1% | $4,413+10.6% | $4,347+12.3% |
| Admin fee / account holder | $207 | $3,023-93.2% | $8,282-97.5% | $1,944-89.4% |