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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,125 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $5,841 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,205 | $86,655-80.1% | $119,609-85.6% | $66,914-74.3% |
| Participation rate | 74.2% | 75.6%-1.3pp | 79.3%-5.0pp | 69.8%+4.4pp |
| Annual return | -11.65% | -8.00%-3.6pp | -14.97%+3.3pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,261 | $2,536-50.3% | $4,232-70.2% | $2,544-50.4% |
| Participant deferral / active EE | $2,534 | $4,358-41.9% | $5,602-54.8% | $4,237-40.2% |
| Admin fee / account holder | $133 | $755-82.4% | $10,323-98.7% | $593-77.6% |