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 | $13,683 |
MMA SECURITIES LLC1 year Service code 15 PO BOX 9496 · NEW YORK, NY 10087 | Recordkeeping | $7,820 |
Filed as: RESOURCES INVESTMENT ADVISORS, Service code 15 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Recordkeeping | $6,549 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,704 | $59,186-68.4% | $76,768-75.6% | $56,287-66.8% |
| Participation rate | 83.9% | 75.2%+8.7pp | 77.0%+6.9pp | 69.9%+14.0pp |
| Annual return | -5.83% | 6.62%-12.4pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $329 | $1,759-81.3% | $2,485-86.8% | $2,111-84.4% |
| Participant deferral / active EE | $1,543 | $3,255-52.6% | $3,852-59.9% | $3,350-53.9% |
| Admin fee / account holder | $141 | $489-71.1% | $6,675-97.9% | $521-72.9% |