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 6-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 |
|---|---|---|
RJFS ADVISORS1 year Service code 15 880 CARILLON PKWY · ST. PETERSBERG, FL 33716 | Recordkeeping | $18,406 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,611 | $61,156-59.8% | $185,823-86.8% | $79,386-69.0% |
| Participation rate | 65.1% | 66.6%-1.5pp | 81.7%-16.6pp | 70.7%-5.6pp |
| Annual return | 15.60% | 19.45%-3.8pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,196 | $2,321-48.5% | $5,167-76.9% | $2,427-50.7% |
| Participant deferral / active EE | $3,398 | $2,789+21.8% | $5,568-39.0% | $4,046-16.0% |
| Admin fee / account holder | $190 | $710-73.3% | $16,237-98.8% | $626-69.7% |