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 8-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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,705 |
MOSHE ARONOV2 years Service code 26 · EIN 04-3046611 7025 BERACASA WAY STE 208 · BOCA RATON, FL 33433 | Advisory (Participants) | $9,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,864 | $88,982-65.3% | $102,438-69.9% | $77,671-60.3% |
| Participation rate | 42.9% | 80.9%-38.0pp | 76.5%-33.6pp | 70.6%-27.7pp |
| Annual return | 39.68% | 25.01%+14.7pp | 29.37%+10.3pp | 31.21%+8.5pp |
| Employer contribution / active EE | $1,641 | $2,698-39.2% | $3,024-45.7% | $2,726-39.8% |
| Participant deferral / active EE | $3,409 | $5,144-33.7% | $5,054-32.5% | $4,648-26.6% |
| Admin fee / account holder | $149 | $236-36.6% | $9,448-98.4% | $430-65.3% |