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 Filed as: PAYCHEX Service code 15 · EIN 16-1124166 | Recordkeeping | $24,041 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,032 | $49,138-51.1% | $84,015-71.4% | $65,185-63.1% |
| Participation rate | 63.4% | 60.7%+2.6pp | 69.0%-5.6pp | 70.2%-6.8pp |
| Annual return | 14.94% | 23.00%-8.1pp | 71.31%-56.4pp | 29.38%-14.4pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,228 | $2,397-48.8% | $3,239-62.1% | $3,514-65.0% |
| Admin fee / account holder | $122 | $543-77.5% | $6,101-98.0% | $847-85.6% |