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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,435 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $22,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,084 | $55,415+21.1% | $155,509-56.9% | $74,495-9.9% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 16.99% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,196 | $2,267-47.2% | $4,672-74.4% | $2,623-54.4% |
| Participant deferral / active EE | $3,661 | $2,836+29.1% | $5,626-34.9% | $4,346-15.8% |
| Admin fee / account holder | $167 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |