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 5-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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $67,326 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Participants) | $49,566 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,360 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,277 | $107,459-83.9% | $135,903-87.3% | $80,160-78.4% |
| Participation rate | 74.2% | 78.0%-3.9pp | 81.9%-7.7pp | 72.9%+1.2pp |
| Annual return | 74.78% | 91.91%-17.1pp | 68.23%+6.6pp | 40.38%+34.4pp |
| Employer contribution / active EE | $567 | $3,877-85.4% | $4,856-88.3% | $2,978-81.0% |
| Participant deferral / active EE | $3,597 | $8,195-56.1% | $7,758-53.6% | $5,017-28.3% |
| Admin fee / account holder | $92 | $127-27.3% | $10,762-99.1% | $145-36.3% |