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 |
|---|---|---|
GREGORY BURGE1 year Filed as: GREGORY POWELL BURGE & CO. INC. Service code 49 · EIN 77-0544712 | Other Services | $18,454 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,412 | $55,415+30.7% | $155,509-53.4% | $74,495-2.8% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.1pp | 67.2%+6.8pp |
| Annual return | 29.93% | 268.50%-238.6pp | 64.67%-34.7pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $4,526 | $2,267+99.7% | $4,672-3.1% | $2,623+72.6% |
| Participant deferral / active EE | $8,160 | $2,836+187.7% | $5,626+45.0% | $4,346+87.8% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |