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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $38,408 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,995 |
CFM ADVISORS1 year Filed as: CFM ADVISORS INC Service code 26 · EIN 11-3237905 1373 VETERANS HWY. SUITE 10 · HAUPPAUGE, NY 11788 | Advisory (Participants) | $5,652 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,837 | $106,028-56.8% | $146,958-68.8% | $77,643-41.0% |
| Participation rate | 93.4% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 13.04% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,687 | $4,063-58.5% | $4,933-65.8% | $2,726-38.1% |
| Participant deferral / active EE | $4,444 | $7,990-44.4% | $8,070-44.9% | $4,647-4.4% |
| Admin fee / account holder | $131 | $337-61.2% | $12,998-99.0% | $430-69.6% |