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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,667 |
GOLDMAN SACHS5 years Filed as: CLEARWATER CAPITAL PARTNERS Service code 26 · EIN 82-1356798 2800 W HIGGINS RD, STE 1025 · HOFFMAN ESTATES, IL 60169 | Advisory (Participants) | $23,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,341 | $78,485-38.4% | $106,213-54.5% | $74,495-35.1% |
| Participation rate | 56.7% | 72.8%-16.1pp | 75.3%-18.6pp | 67.2%-10.5pp |
| Annual return | 10.65% | 15.95%-5.3pp | 116.14%-105.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,117 | $2,523-55.7% | $3,171-64.8% | $2,623-57.4% |
| Participant deferral / active EE | $2,214 | $4,322-48.8% | $5,016-55.9% | $4,346-49.0% |
| Admin fee / account holder | $325 | $2,232-85.4% | $11,033-97.1% | $1,942-83.3% |