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 9-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.7 years Service code 15 · EIN 16-1124166 | Recordkeeping | $15,793 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $9,592 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,998 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,442 | $62,127-23.6% | $81,382-41.7% | $74,495-36.3% |
| Participation rate | 86.1% | 64.0%+22.0pp | 69.5%+16.6pp | 67.2%+18.9pp |
| Annual return | 14.63% | 16.48%-1.9pp | 24.73%-10.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $543 | $1,882-71.1% | $2,463-77.9% | $2,623-79.3% |
| Participant deferral / active EE | $2,384 | $3,229-26.2% | $3,883-38.6% | $4,346-45.1% |
| Admin fee / account holder | $156 | $1,934-91.9% | $5,768-97.3% | $1,942-92.0% |