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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,665 |
CLEVELAND WEALTH1 year Service code 26 · EIN 47-5569711 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Advisory (Participants) | $6,906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,769 | $61,774-68.0% | $97,226-79.7% | $80,856-75.6% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.7%+19.9pp | 67.6%+25.0pp |
| Annual return | 9.74% | -557.90%+567.6pp | 75.13%-65.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,313 | $3,029+9.4% | $4,264-22.3% | $4,296-22.9% |
| Admin fee / account holder | $278 | $5,166-94.6% | $5,654-95.1% | $6,918-96.0% |