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 | $22,169 |
Filed as: RESOURCES INVESTMENT ADVISORS, Service code 15 · EIN 65-0173164 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Recordkeeping | $13,191 |
Filed as: PRIVATE ADVISORY GROUP LLC Service code 15 65 MADISON AVE · MORRISTOWN, NJ 07960 | Recordkeeping | $9,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,120 | $60,776-12.6% | $85,682-38.0% | $79,386-33.1% |
| Participation rate | 49.0% | 62.1%-13.1pp | 69.9%-20.9pp | 70.7%-21.8pp |
| Annual return | 12.43% | 16.57%-4.1pp | 21.49%-9.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,156 | $2,919-60.4% | $3,923-70.5% | $4,046-71.4% |
| Admin fee / account holder | $310 | $438-29.3% | $6,873-95.5% | $626-50.5% |