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 |
|---|---|---|
NATIONAL ASSET MANAGEMENT2 years Filed as: NATIONAL ASSET MGMT Service code 15 1200 N. FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Recordkeeping | $15,500 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,902 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,803 | $54,573-12.4% | $90,951-47.4% | $73,488-35.0% |
| Participation rate | 83.2% | 61.2%+22.0pp | 69.0%+14.2pp | 70.7%+12.5pp |
| Annual return | 13.29% | 16.69%-3.4pp | 134.60%-121.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $205 | $991-79.3% | $2,122-90.3% | $2,270-91.0% |
| Participant deferral / active EE | $3,486 | $2,517+38.5% | $3,373+3.4% | $3,740-6.8% |
| Admin fee / account holder | $227 | $521-56.4% | $5,959-96.2% | $513-55.7% |