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 10-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 |
|---|---|---|
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $17,229 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 13 · EIN 47-1637791 1800 WALT WHITMAN ROAD · MELVILLE, NY 117473237 | Contract Administrator | $5,654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,732 | $237,565-30.7% | $141,162+16.7% | - |
| Participation rate | 98.0% | 70.1%+27.8pp | 82.5%+15.5pp | - |
| Annual return | 21.09% | 19.47%+1.6pp | 71.39%-50.3pp | - |
| Employer contribution / active EE | $11,201 | $2,430+361.0% | $4,735+136.6% | - |
| Participant deferral / active EE | $6,803 | $5,165+31.7% | $6,709+1.4% | - |
| Admin fee / account holder | $269 | $15,211-98.2% | $10,261-97.4% | - |