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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,695 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $11,597 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,020 | $101,499-48.7% | $147,005-64.6% | $74,546-30.2% |
| Participation rate | 87.2% | 75.5%+11.6pp | 82.2%+5.0pp | 67.2%+19.9pp |
| Annual return | 17.67% | 8732.34%-8714.7pp | 418.76%-401.1pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $3,022 | $3,811-20.7% | $4,934-38.8% | $2,624+15.2% |
| Participant deferral / active EE | $7,436 | $7,304+1.8% | $8,070-7.9% | $4,347+71.0% |
| Admin fee / account holder | $130 | $1,748-92.6% | $13,006-99.0% | $1,944-93.3% |