Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
PRECEPT ADVISORY GROUP7 years Filed as: PRECEPT ADVISORY GROUP LLC Service code 26 130 THEORY SUITE 200 · IRVINE, CA 92617 | Advisory (Participants) | $30,403 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,280 | $79,184-45.3% | $102,438-57.7% | $74,546-41.9% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 16.70% | 54.95%-38.2pp | 29.37%-12.7pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $2,448 | $2,362+3.7% | $3,024-19.0% | $2,624-6.7% |
| Participant deferral / active EE | $7,636 | $4,414+73.0% | $5,054+51.1% | $4,347+75.6% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,448-97.2% | $1,944-86.1% |