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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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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,976 |
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $6,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,454 | $88,083-70.0% | $164,813-83.9% | $74,495-64.5% |
| Participation rate | 60.6% | 73.0%-12.4pp | 78.6%-18.0pp | 67.2%-6.6pp |
| Annual return | 10.23% | 17.26%-7.0pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,187 | $2,593-54.2% | $4,341-72.6% | $2,623-54.7% |
| Participant deferral / active EE | $2,132 | $4,498-52.6% | $6,031-64.7% | $4,346-50.9% |
| Admin fee / account holder | $190 | $2,234-91.5% | $12,690-98.5% | $1,942-90.2% |