See peer percentile detail. $4.99 for your first month.
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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.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,412 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $18,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,021 | $65,908-69.6% | $81,812-75.5% | $77,643-74.2% |
| Participation rate | 48.5% | 65.8%-17.3pp | 72.3%-23.9pp | 70.6%-22.1pp |
| Annual return | 14.66% | 26.64%-12.0pp | 773.79%-759.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $679 | $2,370-71.3% | $2,912-76.7% | $2,726-75.1% |
| Participant deferral / active EE | $1,097 | $3,505-68.7% | $4,319-74.6% | $4,647-76.4% |
| Admin fee / account holder | $135 | $526-74.4% | $7,386-98.2% | $430-68.7% |