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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,571 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: SHERIDAN ROAD ADVISORS Service code 15 707 SKOKIE BLVD, SUITE 400 · NORTHBROOK, IL 60062 | Recordkeeping | $8,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,386 | $64,119-58.8% | $112,228-76.5% | $66,914-60.6% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.1%-27.1pp | 69.8%-21.8pp |
| Annual return | -17.84% | -13.81%-4.0pp | 27.45%-45.3pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,065 | $3,005-64.6% | $3,635-70.7% | $2,544-58.1% |
| Participant deferral / active EE | $1,927 | $3,693-47.8% | $4,728-59.2% | $4,237-54.5% |
| Admin fee / account holder | $166 | $625-73.5% | $6,410-97.4% | $593-72.1% |