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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,344 |
Filed as: BPU INVESTMENT MANAGEMENT INC Service code 15 301 GRANT STREET · PITTSBURGH, PA 15219 | Recordkeeping | $8,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $8,683 | $75,388-88.5% | $123,544-93.0% | $55,725-84.4% |
| Participation rate | 39.6% | 75.7%-36.1pp | 82.3%-42.7pp | 70.9%-31.3pp |
| Annual return | 1.21% | 4.48%-3.3pp | 119.20%-118.0pp | 244.93%-243.7pp |
| Employer contribution / active EE | $845 | $3,063-72.4% | $4,628-81.7% | $2,078-59.3% |
| Participant deferral / active EE | $1,127 | $5,651-80.0% | $6,426-82.5% | $3,356-66.4% |
| Admin fee / account holder | $129 | $120+7.4% | $9,284-98.6% | $115+11.7% |