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 15 698 N MAITLAND AVE · MAITLAND AVE, FL 32751 | Recordkeeping | $15,269 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,111 | $58,083-63.7% | $80,019-73.6% | $56,287-62.5% |
| Participation rate | 53.1% | 73.6%-20.5pp | 75.8%-22.8pp | 69.9%-16.8pp |
| Annual return | -2.90% | 34.61%-37.5pp | 11.22%-14.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,281 | $1,932-33.7% | $2,468-48.1% | $2,111-39.3% |
| Participant deferral / active EE | $2,250 | $3,135-28.2% | $3,686-38.9% | $3,350-32.8% |
| Admin fee / account holder | $250 | $623-59.8% | $6,521-96.2% | $521-52.0% |