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 9-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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,080 |
CFM ADVISORS1 year Filed as: CFM ADVISORS INC Service code 26 · EIN 11-3237905 1373 VETERANS HWY. SUITE 10 · HAUPPAUGE, NY 11788 | Advisory (Participants) | $7,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,286 | $66,098-16.4% | $101,794-45.7% | $74,304-25.6% |
| Participation rate | 82.5% | 53.8%+28.8pp | 69.2%+13.3pp | 60.3%+22.2pp |
| Annual return | 17.37% | 19.59%-2.2pp | 30.53%-13.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,491 | $1,082+222.8% | $2,289+52.5% | $2,241+55.8% |
| Participant deferral / active EE | $6,279 | $2,781+125.8% | $4,084+53.8% | $3,767+66.7% |
| Admin fee / account holder | $167 | $4,146-96.0% | $8,777-98.1% | $2,969-94.4% |