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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,300 |
UBS FINANCIAL SERVICES INC3 years Service code 15 GL YY 7144200129 · NASHVILLE, TN 37238 | Recordkeeping | $18,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,034 | $72,254-58.4% | $86,677-65.3% | $64,808-53.7% |
| Participation rate | 60.6% | 80.4%-19.8pp | 76.6%-16.0pp | 71.5%-10.8pp |
| Annual return | -16.31% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,116 | $2,393-53.3% | $2,836-60.6% | $2,506-55.4% |
| Participant deferral / active EE | $3,466 | $4,658-25.6% | $4,656-25.5% | $4,310-19.6% |
| Admin fee / account holder | $153 | $174-12.1% | $7,493-98.0% | $188-18.7% |