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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $120 |
PAYCHEX, INC.1+ years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,326 | $45,283-68.4% | $155,790-90.8% | $52,331-72.6% |
| Participation rate | 71.6% | 62.2%+9.4pp | 76.1%-4.5pp | 68.1%+3.5pp |
| Annual return | -0.37% | 1.80%-2.2pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,195 | $1,329-10.1% | $3,836-68.9% | $1,882-36.5% |
| Participant deferral / active EE | $174 | $2,854-93.9% | $4,797-96.4% | $3,022-94.2% |
| Admin fee / account holder | $1 | $981-99.9% | $7,478-100.0% | $592-99.9% |