See peer percentile detail with Solo.
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 10-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 |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Service code 13 1125 NW COUCH ST · PORTLAND, OR 97209 | Contract Administrator | $50,187 |
PAYCHEX, INC.6 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $19,020 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $9,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,675 | $99,078-15.5% | $96,544-13.3% | $74,419+12.4% |
| Participation rate | 99.5% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 16.78% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,475 | $2,570+35.2% | $2,965+17.2% | $2,637+31.7% |
| Participant deferral / active EE | $6,263 | $4,933+27.0% | $4,851+29.1% | $4,528+38.3% |
| Admin fee / account holder | $168 | $225-25.2% | $8,252-98.0% | $348-51.7% |