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.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $32,731 |
Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 15 ATTN TREASURY-13J · ST. PETERSBURG, FL 33716 | Recordkeeping | $29,412 |
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 | $38,342 | $51,447-25.5% | $104,607-63.3% | $73,409-47.8% |
| Participation rate | 87.8% | 68.2%+19.6pp | 74.1%+13.7pp | 72.2%+15.6pp |
| Annual return | 14.84% | 25.06%-10.2pp | 340.46%-325.6pp | 59.29%-44.5pp |
| Employer contribution / active EE | $743 | $1,441-48.5% | $2,681-72.3% | $2,234-66.8% |
| Participant deferral / active EE | $3,033 | $3,058-0.8% | $3,740-18.9% | $3,805-20.3% |
| Admin fee / account holder | $136 | $122+11.6% | $6,473-97.9% | $158-13.8% |