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.1 year Filed as: PAYCHEX RECORDKEEPING SERVICES INC Service code 13 | Contract Administrator | $10,000 |
Service code 13 · EIN 20-5923747 | Contract Administrator | $4,325 |
Filed as: GREAT- WEST LIFE & ANNUITY INSURANC Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,838 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 36-2182283 | Investment Management | $1,743 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,626,134 | $69,305+2246.3% | $82,313+1875.6% | $69,631+2235.4% |
| Participation rate | 0.0% | 80.3%-80.3pp | 76.9%-76.9pp | 70.7%-70.7pp |
| Annual return | 13.33% | 21.47%-8.1pp | 25.88%-12.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $423 | $1,887-77.6% | $2,428-82.6% | $2,032-79.2% |
| Participant deferral / active EE | $4,062 | $3,568+13.8% | $3,706+9.6% | $3,224+26.0% |
| Admin fee / account holder | $251 | $97+158.1% | $5,608-95.5% | $110+127.1% |