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 3-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 |
|---|---|---|
ERISA FIDUCIARY SERVICES, INC.1+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,182 |
PAYCHEX, INC.1+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $7,752 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $982 | $45,000-97.8% | $143,757-99.3% | $77,904-98.7% |
| Participation rate | 83.5% | 66.8%+16.7pp | 80.3%+3.2pp | 73.7%+9.9pp |
| Annual return | 0.00% | 29.03%-29.0pp | -0.04%0pp | 12.21%-12.2pp |
| Employer contribution / active EE | $409 | $1,870-78.1% | $4,951-91.7% | $2,848-85.7% |
| Participant deferral / active EE | $501 | $3,157-84.1% | $5,637-91.1% | $4,806-89.6% |
| Admin fee / account holder | $14 | $98-86.2% | $14,673-99.9% | $133-89.8% |