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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,479 |
401K GENERATION3 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $13,779 |
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 | $64,546 | $78,520-17.8% | $96,576-33.2% | $82,448-21.7% |
| Participation rate | 98.3% | 77.7%+20.6pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | 17.77% | 41.30%-23.5pp | 38.47%-20.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,349 | $2,630+65.4% | $3,553+22.4% | $2,551+70.5% |
| Participant deferral / active EE | $6,590 | $6,754-2.4% | $7,956-17.2% | $4,139+59.2% |
| Admin fee / account holder | $351 | $13,455-97.4% | $11,381-96.9% | $7,234-95.1% |