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.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,040 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL Service code 15 · EIN 43-0538770 ONE FINANCIAL PLAZA · ST LOUIS, MO 63102 | Recordkeeping | $9,581 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,790 | $76,050-59.5% | $96,544-68.1% | $71,457-56.9% |
| Participation rate | 84.6% | 74.4%+10.2pp | 76.0%+8.7pp | 67.9%+16.7pp |
| Annual return | 14.54% | 22.81%-8.3pp | 25.84%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $367 | $2,244-83.6% | $2,965-87.6% | $2,588-85.8% |
| Participant deferral / active EE | $2,370 | $4,215-43.8% | $4,851-51.1% | $4,289-44.7% |
| Admin fee / account holder | $189 | $2,707-93.0% | $8,252-97.7% | $1,587-88.1% |