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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,733 |
AEGIS CAPITAL CORP2 years Filed as: AEGIS CAPITAL CORP. Service code 26 810 SEVENTH AVE · NEW YORK, NY 10019 | Advisory (Participants) | $7,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,319 | $46,292-75.5% | $143,757-92.1% | $64,808-82.5% |
| Participation rate | 23.8% | 64.2%-40.4pp | 80.3%-56.5pp | 71.5%-47.6pp |
| Annual return | -14.68% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $366 | $1,910-80.8% | $4,951-92.6% | $2,506-85.4% |
| Participant deferral / active EE | $798 | $2,646-69.9% | $5,637-85.9% | $4,310-81.5% |
| Admin fee / account holder | $241 | $154+56.7% | $14,673-98.4% | $188+28.3% |