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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,229 |
Filed as: BPU INVESTMENT MANAGEMENT INC Service code 15 301 GRANT STREET · PITTSBURGH, PA 15219 | Recordkeeping | $11,814 |
MUTUAL ADVISORS LLC1 year Service code 15 1551 THREE CROWNS DR, STE 100 · CASPER, WY 82604 | Recordkeeping | $1,069 |
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.
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 | $11,531 | $88,122-86.9% | $141,162-91.8% | $67,579-82.9% |
| Participation rate | 41.2% | 76.5%-35.3pp | 82.5%-41.3pp | 71.3%-30.1pp |
| Annual return | 25.56% | 75.40%-49.8pp | 71.39%-45.8pp | 378.56%-353.0pp |
| Employer contribution / active EE | $1,043 | $3,224-67.7% | $4,735-78.0% | $2,148-51.4% |
| Participant deferral / active EE | $1,498 | $5,958-74.9% | $6,709-77.7% | $3,539-57.7% |
| Admin fee / account holder | $147 | $131+12.6% | $10,261-98.6% | $142+3.6% |