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 | $78,483-38.4% | $106,201-54.5% | $74,546-35.2% |
| Participation rate | 56.7% | 72.8%-16.1pp | 75.3%-18.6pp | 67.2%-10.5pp |
| Annual return | 10.65% | 15.94%-5.3pp | 116.26%-105.6pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,117 | $2,522-55.7% | $3,170-64.8% | $2,624-57.4% |
| Participant deferral / active EE | $2,214 | $4,320-48.7% | $5,012-55.8% | $4,347-49.1% |
| Admin fee / account holder | $325 | $2,236-85.5% | $11,039-97.1% | $1,944-83.3% |