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 | $11,966 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES LLC FBO ANDREW Service code 15 P O BOX 9497 · NEW YORK, NY 10087 | Recordkeeping | $11,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,749 | $42,548+14.6% | $74,550-34.6% | $56,287-13.4% |
| Participation rate | 67.3% | 60.5%+6.8pp | 69.1%-1.9pp | 69.9%-2.6pp |
| Annual return | -5.89% | 12.40%-18.3pp | 32.53%-38.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $994 | $855+16.3% | $1,961-49.3% | $2,111-52.9% |
| Participant deferral / active EE | $1,932 | $2,277-15.2% | $3,108-37.8% | $3,350-42.3% |
| Admin fee / account holder | $345 | $467-26.1% | $5,060-93.2% | $521-33.8% |