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 4-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 | $44,501 |
ERISA FIDUCIARY SERVICES, INC.2+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $10,319 |
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 | $17,405 | $44,764-61.1% | $68,791-74.7% | $64,808-73.1% |
| Participation rate | 77.9% | 64.8%+13.1pp | 69.0%+8.8pp | 71.5%+6.4pp |
| Annual return | 52.82% | -10.91%+63.7pp | -6.38%+59.2pp | 32.82%+20.0pp |
| Employer contribution / active EE | $829 | $1,775-53.3% | $2,655-68.8% | $2,506-66.9% |
| Participant deferral / active EE | $3,453 | $3,238+6.7% | $3,941-12.4% | $4,310-19.9% |
| Admin fee / account holder | $68 | $151-55.2% | $4,932-98.6% | $188-63.9% |