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 9-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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,462 |
EVERHART ADVISORS1 year Service code 15 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Recordkeeping | $9,910 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,190 | $91,552-81.2% | $133,956-87.2% | $79,858-78.5% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | 14.87% | 61.85%-47.0pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $747 | $2,384-68.7% | $3,919-80.9% | $2,471-69.8% |
| Participant deferral / active EE | $3,462 | $3,733-7.3% | $5,048-31.4% | $3,740-7.4% |
| Admin fee / account holder | $262 | $6,321-95.9% | $8,927-97.1% | $5,306-95.1% |