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 |
|---|---|---|
JONES GREGG FINANCIAL2 years Filed as: JONES GREGG FINANCIAL, LLC Service code 15 6733 D FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Recordkeeping | $16,883 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,418 | $63,745-55.4% | $98,442-71.1% | $79,386-64.2% |
| Participation rate | 48.8% | 69.9%-21.0pp | 73.3%-24.5pp | 70.7%-21.9pp |
| Annual return | 13.89% | 625.80%-611.9pp | 1492.73%-1478.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,137 | $2,557-55.5% | $2,960-61.6% | $2,427-53.2% |
| Participant deferral / active EE | $1,809 | $3,303-45.2% | $4,276-57.7% | $4,046-55.3% |
| Admin fee / account holder | $231 | $516-55.2% | $5,949-96.1% | $626-63.1% |