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.
| Provider | Service type | Compensation |
|---|---|---|
LEVELIZED COMPENSATION ADVISOR1+ years Service code 27 | Advisory (Plan) | $26,367 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,875 |
ERISA FIDUCIARY SERVICES, INC.1+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,710 | $58,208+129.7% | $81,812+63.4% | $80,856+65.4% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.3%+15.8pp | 67.6%+20.5pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,622 | $2,340+54.8% | $2,912+24.4% | $2,755+31.5% |
| Participant deferral / active EE | $8,931 | $3,281+172.2% | $4,319+106.8% | $4,296+107.9% |
| Admin fee / account holder | $402 | $4,981-91.9% | $7,386-94.6% | $6,918-94.2% |