Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $18,786 |
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISOR, LLC Service code 26 2330 W. JOPPA RD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $14,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,839 | $60,261-25.6% | $81,783-45.2% | $74,546-39.9% |
| Participation rate | 58.8% | 62.9%-4.0pp | 72.4%-13.5pp | 67.2%-8.4pp |
| Annual return | 19.18% | 16.88%+2.3pp | 775.05%-755.9pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $3,026 | $2,622+15.4% | $2,913+3.9% | $2,624+15.3% |
| Participant deferral / active EE | $5,879 | $3,388+73.5% | $4,320+36.1% | $4,347+35.2% |
| Admin fee / account holder | $217 | $1,482-85.4% | $7,380-97.1% | $1,944-88.8% |