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 10-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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,365 |
LIFESTEPS FINANCIAL INC4 years Service code 26 250 WEST 1ST STREET · CLAREMONT, CA 91711 | Advisory (Participants) | $13,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,284 | $101,317-46.4% | $146,958-63.1% | $74,495-27.1% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 32.84% | 8730.91%-8698.1pp | 418.34%-385.5pp | 1364.94%-1332.1pp |
| Employer contribution / active EE | $2,769 | $3,810-27.3% | $4,933-43.9% | $2,623+5.6% |
| Participant deferral / active EE | $7,443 | $7,303+1.9% | $8,070-7.8% | $4,346+71.3% |
| Admin fee / account holder | $130 | $1,739-92.5% | $12,998-99.0% | $1,942-93.3% |