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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,538 |
FI401K ADVISORS LLC1 year Filed as: FI401K ADVISORYS LLC Service code 26 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,287 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Contract Administrator | $1,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,078 | $100,801-59.2% | $149,696-72.6% | $73,409-44.0% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 209.29% | 265.34%-56.0pp | 276.60%-67.3pp | 59.29%+150.0pp |
| Employer contribution / active EE | $3,416 | $3,312+3.1% | $4,644-26.5% | $2,234+52.9% |
| Participant deferral / active EE | $7,084 | $6,404+10.6% | $6,842+3.5% | $3,805+86.2% |
| Admin fee / account holder | $178 | $181-1.4% | $9,309-98.1% | $158+12.9% |