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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,434 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $20,892 |
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 | $72,080 | $93,170-22.6% | $100,534-28.3% | $84,808-15.0% |
| Participation rate | 86.4% | 75.8%+10.5pp | 80.6%+5.7pp | 68.3%+18.1pp |
| Annual return | 13.77% | 47.13%-33.4pp | 32.66%-18.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,044 | $3,985+1.5% | $4,346-7.0% | $2,631+53.7% |
| Participant deferral / active EE | $11,855 | $5,699+108.0% | $6,144+93.0% | $4,212+181.5% |
| Admin fee / account holder | $314 | $7,382-95.8% | $7,654-95.9% | $7,344-95.7% |