See peer percentile detail. $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.
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.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,865 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $13,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,215 | $64,119+7.9% | $112,228-38.3% | $66,914+3.4% |
| Participation rate | 37.9% | 68.5%-30.6pp | 75.1%-37.2pp | 69.8%-31.9pp |
| Annual return | -14.39% | -13.81%-0.6pp | 27.45%-41.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,217 | $3,693-12.9% | $4,728-32.0% | $4,237-24.1% |
| Admin fee / account holder | $364 | $625-41.8% | $6,410-94.3% | $593-38.7% |