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 |
|---|---|---|
CARROLL CONSULTANTS ADVISORS, LTD3 years Filed as: CARROLL FINANCIAL FBO JOHN HAL Service code 15 4521 SHARON RD · CHARLOTTE, NC 28211 | Recordkeeping | $22,683 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,495 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,167 | $59,584-19.2% | $86,874-44.6% | $79,386-39.3% |
| Participation rate | 95.1% | 67.7%+27.4pp | 71.6%+23.5pp | 70.7%+24.4pp |
| Annual return | 11.80% | 23.15%-11.4pp | 63.52%-51.7pp | 116.85%-105.1pp |
| Employer contribution / active EE | $3,089 | $1,768+74.8% | $2,495+23.8% | $2,427+27.3% |
| Participant deferral / active EE | $4,537 | $3,036+49.4% | $3,699+22.7% | $4,046+12.1% |
| Admin fee / account holder | $252 | $604-58.3% | $5,828-95.7% | $626-59.8% |