See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 600071 · RALEIGH, NC 27675 | Recordkeeping | $19,834 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,940 | $64,119-26.8% | $112,228-58.2% | $66,914-29.9% |
| Participation rate | 52.8% | 68.5%-15.6pp | 75.1%-22.2pp | 69.8%-17.0pp |
| Annual return | -18.09% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,683 | $3,005-44.0% | $3,635-53.7% | $2,544-33.8% |
| Participant deferral / active EE | $4,365 | $3,693+18.2% | $4,728-7.7% | $4,237+3.0% |
| Admin fee / account holder | $251 | $625-59.9% | $6,410-96.1% | $593-57.7% |