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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,511 |
CAPE INVESTMENT ADVISORY INC2 years Service code 15 · EIN 26-1775149 1600 PENNSYLVANIA AVE · MCDONOUGH, GA 30253 | Recordkeeping | $6,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,321 | $84,487-90.2% | $125,339-93.4% | $66,914-87.6% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -14.54% | -8.39%-6.1pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $542 | $3,553-84.7% | $4,814-88.7% | $2,544-78.7% |
| Participant deferral / active EE | $1,221 | $6,781-82.0% | $7,446-83.6% | $4,237-71.2% |
| Admin fee / account holder | $171 | $685-75.1% | $10,010-98.3% | $593-71.2% |