See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
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.2 years Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 | Recordkeeping | $18,925 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $14,182 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,345 |
SKIBBIE CPA, INC.1 year Filed as: SKIBBIE CPA, INC Service code 10 · EIN 27-0851312 | Accounting | $7,500 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $5,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,398 | $101,317-68.0% | $146,958-78.0% | $74,495-56.5% |
| Participation rate | 58.8% | 75.5%-16.8pp | 82.2%-23.4pp | 67.2%-8.4pp |
| Annual return | 16.18% | 8730.91%-8714.7pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,105 | $3,810-44.8% | $4,933-57.3% | $2,623-19.8% |
| Participant deferral / active EE | $4,528 | $7,303-38.0% | $8,070-43.9% | $4,346+4.2% |
| Admin fee / account holder | $251 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |