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.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $38,951 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $38,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,481 | $50,820-30.2% | $155,567-77.2% | $77,671-54.3% |
| Participation rate | 30.2% | 63.1%-32.9pp | 78.2%-48.0pp | 70.6%-40.4pp |
| Annual return | 12.90% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.3pp |
| Employer contribution / active EE | $2,221 | $1,993+11.4% | $4,674-52.5% | $2,726-18.5% |
| Participant deferral / active EE | $2,902 | $2,823+2.8% | $5,628-48.4% | $4,648-37.6% |
| Admin fee / account holder | $163 | $436-62.6% | $15,916-99.0% | $430-62.1% |