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 | $17,122 |
SANTUARY ADVISORS, LLC1 year Service code 26 · EIN 36-2957364 3815 RIVER CROSSSING PKWY · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $12,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,196 | $102,317-33.3% | $146,958-53.6% | $80,856-15.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,327 | $3,713-10.4% | $4,933-32.6% | $2,755+20.8% |
| Participant deferral / active EE | $6,270 | $6,644-5.6% | $8,070-22.3% | $4,296+45.9% |
| Admin fee / account holder | $326 | $7,941-95.9% | $12,998-97.5% | $6,918-95.3% |