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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,441 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 15 · EIN 65-0173164 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Recordkeeping | $19,305 |
Employer contribution per participant 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 | $25,087 | $63,442-60.5% | $68,791-63.5% | $66,914-62.5% |
| Participation rate | 96.8% | 60.0%+36.8pp | 69.0%+27.8pp | 69.8%+27.0pp |
| Annual return | -18.10% | -8.29%-9.8pp | -6.38%-11.7pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3 | $1,775-99.8% | $2,655-99.9% | $2,544-99.9% |
| Participant deferral / active EE | $1,537 | $2,945-47.8% | $3,941-61.0% | $4,237-63.7% |
| Admin fee / account holder | $209 | $577-63.7% | $4,932-95.8% | $593-64.7% |