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 | $18,708 |
Filed as: RAYMOND JAMES & ASSOCIATES, IN Service code 15 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Recordkeeping | $15,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,954 | $61,156+9.5% | $185,823-64.0% | $79,386-15.7% |
| Participation rate | 76.5% | 66.6%+9.9pp | 81.7%-5.2pp | 70.7%+5.8pp |
| Annual return | 11.24% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $2,133 | $2,321-8.1% | $5,167-58.7% | $2,427-12.1% |
| Participant deferral / active EE | $5,171 | $2,789+85.4% | $5,568-7.1% | $4,046+27.8% |
| Admin fee / account holder | $333 | $710-53.1% | $16,237-97.9% | $626-46.8% |