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 6-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 | $23,842 |
HARBOR4 years Filed as: HARBOR INVESTMENT ADVISOR, LLC Service code 26 2330 W. JOPPA RD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $18,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,706 | $56,317-20.6% | $71,209-37.2% | $74,304-39.8% |
| Participation rate | 75.8% | 55.1%+20.7pp | 73.8%+2.1pp | 60.3%+15.5pp |
| Annual return | 22.63% | 42.83%-20.2pp | 282.51%-259.9pp | 29.43%-6.8pp |
| Employer contribution / active EE | $3,638 | $2,160+68.4% | $2,721+33.7% | $2,241+62.3% |
| Participant deferral / active EE | $6,911 | $2,788+147.9% | $4,175+65.5% | $3,767+83.4% |
| Admin fee / account holder | $196 | $2,290-91.4% | $5,349-96.3% | $2,969-93.4% |