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 |
|---|---|---|
THE PATRIOT FINANCIAL GROUP4 years Filed as: PATRIOT FINANCIAL Service code 15 · EIN 90-0138117 182 TURNPIKE RD · WESTBOROUGH, MA 01581 | Recordkeeping | $13,997 |
PAYCHEX, INC.1 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,108 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,355 | $79,171-84.4% | $102,423-87.9% | $74,495-83.4% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 23.97% | 54.93%-31.0pp | 29.32%-5.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $253 | $2,362-89.3% | $3,023-91.6% | $2,623-90.4% |
| Participant deferral / active EE | $1,690 | $4,415-61.7% | $5,053-66.5% | $4,346-61.1% |
| Admin fee / account holder | $71 | $2,001-96.4% | $9,451-99.2% | $1,942-96.3% |