Filed October 6, 2021
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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $25,047 |
Service code 26 1405 N GREEN MOUNT RD · OFALLON, IL 62269 | Advisory (Participants) | $6,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,243 | $87,870-41.7% | $113,168-54.7% | $74,304-31.0% |
| Participation rate | 98.2% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 21.14% | 26.44%-5.3pp | 24.27%-3.1pp | 29.43%-8.3pp |
| Employer contribution / active EE | $4,396 | $2,277+93.1% | $2,975+47.8% | $2,241+96.1% |
| Participant deferral / active EE | $7,593 | $4,241+79.0% | $5,107+48.7% | $3,767+101.5% |
| Admin fee / account holder | $129 | $3,368-96.2% | $12,068-98.9% | $2,969-95.7% |