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 8-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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC2 years Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 13 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Contract Administrator | $13,507 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $8,781 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $5,086 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,960 | $81,474-59.5% | $133,956-75.4% | $73,488-55.1% |
| Participation rate | 94.4% | 76.4%+18.1pp | 79.8%+14.6pp | 70.7%+23.8pp |
| Annual return | 14.29% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,342 | $2,209-39.2% | $3,919-65.7% | $2,270-40.9% |
| Participant deferral / active EE | $3,173 | $3,786-16.2% | $5,048-37.1% | $3,740-15.2% |
| Admin fee / account holder | $85 | $713-88.1% | $8,927-99.1% | $513-83.5% |