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 |
|---|---|---|
Service code 15 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $16,446 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,836 | $44,642+56.4% | $91,220-23.4% | $66,914+4.4% |
| Participation rate | 47.7% | 64.9%-17.2pp | 73.2%-25.5pp | 69.8%-22.1pp |
| Annual return | -19.24% | -12.29%-6.9pp | 114.01%-133.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,969 | $3,349+18.5% | $4,234-6.3% | $4,237-6.3% |
| Admin fee / account holder | $340 | $521-34.9% | $5,420-93.7% | $593-42.7% |