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 8-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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC3 years Service code 13 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Contract Administrator | $13,666 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,790 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $5,184 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,394 | $82,978-61.0% | $129,995-75.1% | $71,457-54.7% |
| Participation rate | 96.5% | 74.1%+22.4pp | 78.5%+18.0pp | 67.9%+28.5pp |
| Annual return | 16.54% | 20.60%-4.1pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,451 | $2,622-44.7% | $4,320-66.4% | $2,588-43.9% |
| Participant deferral / active EE | $3,460 | $4,432-21.9% | $5,820-40.5% | $4,289-19.3% |
| Admin fee / account holder | $106 | $1,729-93.9% | $10,614-99.0% | $1,587-93.3% |