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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $26,190 |
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 15 ATTN TREASURY-13J · ST. PETERSBURG, FL 33716 | Recordkeeping | $26,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,344 | $44,734-25.5% | $99,443-66.5% | $67,579-50.7% |
| Participation rate | 91.4% | 66.2%+25.2pp | 73.8%+17.5pp | 71.3%+20.1pp |
| Annual return | 23.15% | 32.45%-9.3pp | 30.72%-7.6pp | 378.56%-355.4pp |
| Employer contribution / active EE | -$150 | $1,261-111.9% | $2,540-105.9% | $2,148-107.0% |
| Participant deferral / active EE | $3,186 | $2,731+16.7% | $3,619-12.0% | $3,539-10.0% |
| Admin fee / account holder | $111 | $120-7.4% | $6,250-98.2% | $142-22.1% |