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 |
|---|---|---|
ARGI INVESTMENT SERVICES LLC4 years Filed as: ARGI INVESTMENT SERVICES Service code 15 2201 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Recordkeeping | $25,230 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,254 | $64,119-43.5% | $112,228-67.7% | $66,914-45.8% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.1%+7.8pp | 69.8%+13.1pp |
| Annual return | -14.47% | -13.81%-0.7pp | 27.45%-41.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,327 | $3,005+10.7% | $3,635-8.5% | $2,544+30.8% |
| Participant deferral / active EE | $5,620 | $3,693+52.2% | $4,728+18.9% | $4,237+32.6% |
| Admin fee / account holder | $253 | $625-59.6% | $6,410-96.1% | $593-57.4% |