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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,021 | $65,946-69.6% | $81,783-75.5% | $77,671-74.2% |
| Participation rate | 48.5% | 65.8%-17.3pp | 72.4%-23.9pp | 70.6%-22.1pp |
| Annual return | 14.66% | 26.65%-12.0pp | 775.05%-760.4pp | 31.21%-16.6pp |
| Employer contribution / active EE | $679 | $2,371-71.3% | $2,913-76.7% | $2,726-75.1% |
| Participant deferral / active EE | $1,097 | $3,507-68.7% | $4,320-74.6% | $4,648-76.4% |
| Admin fee / account holder | $135 | $527-74.5% | $7,380-98.2% | $430-68.7% |