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.8+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $11,249 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 13 · EIN 43-0538770 ONE FINANCIAL PLAZA · ST LOUIS, MO 63102 | Contract Administrator | $9,359 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,778 | $65,435-49.9% | $86,677-62.2% | $66,914-51.0% |
| Participation rate | 90.2% | 75.5%+14.8pp | 76.6%+13.7pp | 69.8%+20.4pp |
| Annual return | -11.22% | -10.89%-0.3pp | 35.91%-47.1pp | 1.58%-12.8pp |
| Employer contribution / active EE | $392 | $2,153-81.8% | $2,836-86.2% | $2,544-84.6% |
| Participant deferral / active EE | $2,618 | $4,100-36.2% | $4,656-43.8% | $4,237-38.2% |
| Admin fee / account holder | $194 | $642-69.7% | $7,493-97.4% | $593-67.3% |