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 |
|---|---|---|
Filed as: DELTA CAPITAL MANAGEMENT Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $28,516 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,093 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,323 | $70,908-62.9% | $98,907-73.4% | $73,488-64.2% |
| Participation rate | 81.0% | 73.8%+7.2pp | 76.0%+5.0pp | 70.7%+10.3pp |
| Annual return | 21.45% | 34.17%-12.7pp | 196.43%-175.0pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,471 | $2,036-27.7% | $2,689-45.3% | $2,270-35.2% |
| Participant deferral / active EE | $2,905 | $3,500-17.0% | $4,244-31.6% | $3,740-22.3% |
| Admin fee / account holder | $257 | $535-52.0% | $6,642-96.1% | $513-50.0% |