See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL ADVISORS LLC3 years Service code 13 1551 THREE CROWNS DR, STE 100 · CASPER, WY 82604 | Contract Administrator | $20,516 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $13,062 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,278 | $104,317-79.6% | $159,436-86.7% | $86,799-75.5% |
| Participation rate | 37.0% | 77.7%-40.7pp | 82.8%-45.8pp | 72.3%-35.3pp |
| Annual return | 16.71% | 26.32%-9.6pp | 263.57%-246.9pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,097 | $3,451-68.2% | $4,829-77.3% | $2,405-54.4% |
| Participant deferral / active EE | $1,791 | $6,837-73.8% | $7,352-75.6% | $4,131-56.7% |
| Admin fee / account holder | $226 | $172+31.3% | $10,799-97.9% | $170+33.4% |