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 4-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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,803 |
PROEQUITIES INC1 year Filed as: PROEQUITIES, INC Service code 15 2801 HIGHWAY 280 S · BIRMINGHAM, AL 35223 | Recordkeeping | $7,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,992 | $46,423-91.4% | $75,886-94.7% | $67,579-94.1% |
| Participation rate | 53.1% | 63.1%-10.0pp | 69.3%-16.2pp | 71.3%-18.2pp |
| Annual return | 24.67% | 32.29%-7.6pp | 30.76%-6.1pp | 378.56%-353.9pp |
| Employer contribution / active EE | $462 | $1,406-67.1% | $2,500-81.5% | $2,148-78.5% |
| Participant deferral / active EE | $938 | $2,564-63.4% | $3,603-74.0% | $3,539-73.5% |
| Admin fee / account holder | $41 | $132-68.8% | $5,418-99.2% | $142-71.1% |