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 | $30,027 |
Filed as: MORGAN STANLEY Service code 27 200 S BISCAYNE BLVD 11TH FLOOR · MIAMI, FL 33131 | Advisory (Plan) | $29,941 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 27 650 FROM ROAD SUITE 225 · PARAMUS, NJ 07652 | Advisory (Plan) | $11,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,192 | $49,915+54.6% | $154,803-50.1% | $74,304+3.9% |
| Participation rate | 82.4% | 54.0%+28.5pp | 78.1%+4.4pp | 60.3%+22.1pp |
| Annual return | 22.32% | 34.06%-11.7pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $2,435 | $1,611+51.1% | $4,305-43.4% | $2,241+8.7% |
| Participant deferral / active EE | $4,965 | $2,255+120.2% | $5,540-10.4% | $3,767+31.8% |
| Admin fee / account holder | $365 | $2,189-83.3% | $14,329-97.4% | $2,969-87.7% |