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 |
|---|---|---|
Filed as: RETIREMENT RESOURCES Service code 15 100 CORPORATE PLACE · PEABODY, MA 01960 | Recordkeeping | $6,554 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,933 | $65,376-32.8% | $87,100-49.6% | $65,185-32.6% |
| Participation rate | 46.0% | 75.3%-29.4pp | 76.9%-30.9pp | 70.2%-24.2pp |
| Annual return | 19.40% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,134 | $1,822-37.8% | $2,521-55.0% | $2,177-47.9% |
| Participant deferral / active EE | $2,005 | $3,388-40.8% | $4,049-50.5% | $3,514-42.9% |
| Admin fee / account holder | $201 | $520-61.3% | $7,497-97.3% | $847-76.2% |