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 | $14,566 |
CLEARVIEW GROUP6 years Filed as: CLEARVIEW 401K CONSULTANTS INC Service code 15 · EIN 45-4970257 1835 WEST ORANGEWOOD AVE · ORANGE, CA 92868 | Recordkeeping | $14,171 |
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 | $76,743 | $54,701+40.3% | $86,188-11.0% | $71,457+7.4% |
| Participation rate | 66.2% | 60.1%+6.1pp | 69.0%-2.7pp | 67.9%-1.7pp |
| Annual return | 17.00% | 20.06%-3.1pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,238 | $1,265+76.9% | $2,380-6.0% | $2,588-13.5% |
| Participant deferral / active EE | $4,001 | $3,108+28.7% | $3,985+0.4% | $4,289-6.7% |
| Admin fee / account holder | $174 | $1,922-91.0% | $6,852-97.5% | $1,587-89.1% |