Filed June 19, 2018
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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $19,250 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,830 | $58,926-47.7% | $97,226-68.3% | $74,495-58.6% |
| Participation rate | 98.2% | 63.5%+34.7pp | 72.7%+25.5pp | 67.2%+31.0pp |
| Annual return | 14.87% | 16.04%-1.2pp | 75.13%-60.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,883 | $1,894-0.6% | $2,729-31.0% | $2,623-28.2% |
| Participant deferral / active EE | $2,977 | $3,664-18.7% | $4,264-30.2% | $4,346-31.5% |
| Admin fee / account holder | $198 | $1,974-90.0% | $5,654-96.5% | $1,942-89.8% |