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 · EIN 82-4032689 115 S ELM DR APT 212 · LOS ANGELES, CA 90035 | Recordkeeping | $17,928 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,744 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,553 | $91,407-65.5% | $135,903-76.8% | $71,457-55.8% |
| Participation rate | 92.9% | 75.7%+17.3pp | 81.9%+11.0pp | 67.9%+25.0pp |
| Annual return | 13.84% | 29.90%-16.1pp | 68.23%-54.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2 | $3,703-100.0% | $4,856-100.0% | $2,588-99.9% |
| Participant deferral / active EE | $4,595 | $7,092-35.2% | $7,758-40.8% | $4,289+7.1% |
| Admin fee / account holder | $171 | $1,266-86.5% | $10,762-98.4% | $1,587-89.3% |