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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $40,290 |
EXCEL WEALTH MANAGEMENT, LLC2 years Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 15 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Recordkeeping | $19,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,156 | $55,214+36.1% | $104,607-28.2% | $73,488+2.3% |
| Participation rate | 93.6% | 67.8%+25.7pp | 74.1%+19.5pp | 70.7%+22.9pp |
| Annual return | 17.65% | 24.79%-7.1pp | 340.46%-322.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $3,581 | $1,468+144.0% | $2,681+33.6% | $2,270+57.7% |
| Participant deferral / active EE | $11,122 | $2,925+280.3% | $3,740+197.4% | $3,740+197.4% |
| Admin fee / account holder | $408 | $424-3.7% | $6,473-93.7% | $513-20.4% |