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 | $80,673-20.0% | $101,326-36.3% | $84,808-23.9% |
| Participation rate | 98.3% | 77.8%+20.5pp | 81.5%+16.8pp | 68.3%+30.0pp |
| Annual return | 17.77% | 38.95%-21.2pp | 36.82%-19.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,349 | $2,698+61.2% | $3,665+18.7% | $2,631+65.3% |
| Participant deferral / active EE | $6,590 | $6,840-3.7% | $7,994-17.6% | $4,212+56.5% |
| Admin fee / account holder | $351 | $12,784-97.3% | $11,185-96.9% | $7,344-95.2% |