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 MANAGEMENT4 years Filed as: NATIONAL ASSET MGMT Service code 15 · EIN 62-1518255 1200 N. FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Recordkeeping | $14,825 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,807 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,869 | $59,805-36.7% | $79,550-52.4% | $68,494-44.7% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -14.42% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $196 | $1,505-87.0% | $2,413-91.9% | $2,596-92.4% |
| Participant deferral / active EE | $3,921 | $3,024+29.6% | $3,985-1.6% | $4,027-2.6% |
| Admin fee / account holder | $200 | $4,835-95.9% | $6,832-97.1% | $5,403-96.3% |