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 LLC5 years Filed as: ARGI INVESTMENT SERVICES Service code 15 · EIN 35-2467663 2201 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Recordkeeping | $17,693 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,848 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 15 · EIN 35-2467663 P.O. BOX 21834 · NEW YORK, NY 10087 | Recordkeeping | $10,674 |
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 | $45,005 | $76,670-41.3% | $96,683-53.5% | $71,457-37.0% |
| Participation rate | 84.1% | 66.6%+17.5pp | 74.3%+9.7pp | 67.9%+16.1pp |
| Annual return | 19.32% | 48.29%-29.0pp | 35.69%-16.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,866 | $3,031+27.5% | $3,737+3.5% | $2,588+49.4% |
| Participant deferral / active EE | $6,309 | $3,771+67.3% | $4,878+29.3% | $4,289+47.1% |
| Admin fee / account holder | $277 | $2,028-86.3% | $6,730-95.9% | $1,587-82.5% |