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 10-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.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,999 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Recordkeeping | $9,637 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,867 | $101,955-48.1% | $112,887-53.2% | $71,457-26.0% |
| Participation rate | 82.8% | 82.1%+0.7pp | 80.5%+2.3pp | 67.9%+14.9pp |
| Annual return | 25.19% | 28.92%-3.7pp | 34.10%-8.9pp | 28.85%-3.7pp |
| Employer contribution / active EE | $3,305 | $4,743-30.3% | $4,563-27.6% | $2,588+27.7% |
| Participant deferral / active EE | $9,414 | $6,771+39.0% | $6,513+44.5% | $4,289+119.5% |
| Admin fee / account holder | $207 | $1,395-85.2% | $7,047-97.1% | $1,587-87.0% |