See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADVISORNET FINANCIAL3 years Service code 26 · EIN 41-1378662 110 CHESHIRE LANE SUITE 200 · MINNETONKA, MN 55305 | Advisory (Participants) | $78,422 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,041 | $100,923+43.7% | $150,045-3.3% | $74,304+95.2% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 15.52% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $6,431 | $3,463+85.7% | $4,693+37.0% | $2,241+187.0% |
| Participant deferral / active EE | $7,153 | $6,709+6.6% | $7,997-10.6% | $3,767+89.9% |
| Admin fee / account holder | $522 | $2,767-81.1% | $13,435-96.1% | $2,969-82.4% |