Filed November 17, 2020
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.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $23,793 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 13 · EIN 84-0858799 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Contract Administrator | $18,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,877 | $91,407+129.6% | $135,903+54.4% | $71,457+193.7% |
| Participation rate | 84.1% | 75.7%+8.5pp | 81.9%+2.2pp | 67.9%+16.2pp |
| Annual return | 20.43% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,893 | $3,703-48.9% | $4,856-61.0% | $2,588-26.8% |
| Participant deferral / active EE | $10,475 | $7,092+47.7% | $7,758+35.0% | $4,289+144.2% |
| Admin fee / account holder | $266 | $1,266-78.9% | $10,762-97.5% | $1,587-83.2% |