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 |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,888 |
SEAN MEAD1 year Filed as: SEAN D CASTERLINE DBA DELTA CAPITAL Service code 27 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Plan) | $13,725 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,110 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,972 | $59,263-37.6% | $96,562-61.7% | $79,386-53.4% |
| Participation rate | 71.0% | 61.9%+9.1pp | 69.8%+1.2pp | 70.7%+0.3pp |
| Annual return | 13.51% | 27.07%-13.6pp | 37.78%-24.3pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,648 | $1,216+35.6% | $2,356-30.0% | $2,427-32.1% |
| Participant deferral / active EE | $3,462 | $2,948+17.4% | $3,849-10.1% | $4,046-14.4% |
| Admin fee / account holder | $246 | $658-62.6% | $6,181-96.0% | $626-60.7% |