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 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,347 |
Service code 27 | Advisory (Plan) | $7,663 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,088 | $77,899+140.2% | $149,673+25.0% | $75,163+148.9% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+26.0pp |
| Annual return | -11.06% | 31.72%-42.8pp | 134.42%-145.5pp | 160.62%-171.7pp |
| Employer contribution / active EE | $11,708 | $3,137+273.2% | $4,818+143.0% | $2,670+338.6% |
| Participant deferral / active EE | $10,971 | $3,411+221.6% | $5,680+93.2% | $4,125+166.0% |
| Admin fee / account holder | $751 | $5,956-87.4% | $13,210-94.3% | $5,651-86.7% |