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 |
|---|---|---|
NATIONAL PLANNING CORPORATION1+ years Service code 26 5555 WEST GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Participants) | $6,528 |
PAYCHEX, INC.1+ years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,361 | $70,002-33.8% | $115,037-59.7% | $52,331-11.4% |
| Participation rate | 55.9% | 72.1%-16.2pp | 81.4%-25.5pp | 68.1%-12.2pp |
| Annual return | 6.19% | 4.04%+2.1pp | 26.14%-20.0pp | 4.54%+1.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,268 | $4,920+27.4% | $6,026+4.0% | $3,022+107.4% |
| Admin fee / account holder | $97 | $566-82.8% | $8,175-98.8% | $592-83.6% |