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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $24,427 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 PO BOX 23641 · ST PETERSBURG, FL 33742 | Advisory (Participants) | $9,795 |
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 | $20,194 | $95,274-78.8% | $135,903-85.1% | $74,419-72.9% |
| Participation rate | 64.8% | 78.2%-13.4pp | 81.9%-17.1pp | 70.7%-6.0pp |
| Annual return | 34.14% | 32.77%+1.4pp | 68.23%-34.1pp | 34.38%-0.2pp |
| Employer contribution / active EE | $1,629 | $3,874-57.9% | $4,856-66.4% | $2,637-38.2% |
| Participant deferral / active EE | $3,316 | $7,782-57.4% | $7,758-57.3% | $4,528-26.8% |
| Admin fee / account holder | $173 | $266-35.0% | $10,762-98.4% | $348-50.3% |