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 5-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 |
|---|---|---|
COURIER CAPITAL1 year Filed as: COURIER CAPITAL LLC Service code 26 · EIN 81-0710574 220 LIBERTY ST · WARSAW, NY 14569 | Advisory (Participants) | $24,331 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,442 | $79,013-53.9% | $100,391-63.7% | $74,495-51.1% |
| Participation rate | 98.1% | 79.5%+18.6pp | 81.5%+16.6pp | 67.2%+30.9pp |
| Annual return | 27.30% | 20.41%+6.9pp | 49.20%-21.9pp | 1364.94%-1337.6pp |
| Employer contribution / active EE | $2,545 | $3,021-15.8% | $3,942-35.4% | $2,623-3.0% |
| Participant deferral / active EE | $6,326 | $7,760-18.5% | $8,082-21.7% | $4,346+45.6% |
| Admin fee / account holder | $299 | $1,320-77.3% | $7,899-96.2% | $1,942-84.6% |