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.1+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,432 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,958 | $58,828-30.4% | $77,999-47.5% | $62,891-34.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.62% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $8,243 | $1,672+393.1% | $2,470+233.7% | $2,281+261.4% |
| Participant deferral / active EE | $12,492 | $2,686+365.2% | $3,497+257.2% | $3,203+290.0% |
| Admin fee / account holder | $51 | $4,393-98.8% | $5,480-99.1% | $4,296-98.8% |