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 | $13,156 |
JONES GREGG FINANCIAL1 year Filed as: JONES GREGG FINANCIAL, LLC Service code 15 6733 D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Recordkeeping | $9,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,398 | $66,124-61.6% | $90,404-71.9% | $73,488-65.4% |
| Participation rate | 43.1% | 69.7%-26.5pp | 72.7%-29.5pp | 70.7%-27.5pp |
| Annual return | 24.07% | 17.65%+6.4pp | 1293.02%-1268.9pp | 28.51%-4.4pp |
| Employer contribution / active EE | $759 | $2,346-67.6% | $3,262-76.7% | $2,270-66.6% |
| Participant deferral / active EE | $1,158 | $3,039-61.9% | $3,963-70.8% | $3,740-69.0% |
| Admin fee / account holder | $225 | $396-43.1% | $5,611-96.0% | $513-56.1% |