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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC2 years Service code 15 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Recordkeeping | $20,906 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $66,310-100.0% | $93,606-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 36.59% | 42.58%-6.0pp | 32.76%+3.8pp | 29.38%+7.2pp |
| Employer contribution / active EE | $1,300 | $2,012-35.4% | $2,718-52.2% | $2,177-40.3% |
| Participant deferral / active EE | $2,433 | $3,342-27.2% | $4,069-40.2% | $3,514-30.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |