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.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,895 |
SOUND SHORE2 years Filed as: SOUND FINANCIAL SYSTEMS Service code 15 103 CARNEGIE CTR · PRINCETON, NJ 08540 | Recordkeeping | $6,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,036 | $23,224-26.6% | $71,086-76.0% | $55,725-69.4% |
| Participation rate | 27.6% | 37.9%-10.2pp | 54.7%-27.0pp | 70.9%-43.2pp |
| Annual return | -4.57% | -2.87%-1.7pp | 650.59%-655.2pp | 244.93%-249.5pp |
| Employer contribution / active EE | $245 | $436-43.9% | $1,088-77.5% | $2,078-88.2% |
| Participant deferral / active EE | $482 | $929-48.2% | $1,874-74.3% | $3,356-85.6% |
| Admin fee / account holder | $97 | $118-17.4% | $3,082-96.8% | $115-15.5% |