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 9-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.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,430 |
TRILOGY CAPITAL INC2 years Filed as: TRILOGY CAPITAL, INC. Service code 26 · EIN 04-3046611 2601 MAIN ST · IRVINE, CA 92614 | Advisory (Participants) | $14,828 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,056 | $110,483-95.4% | $145,433-96.5% | $79,634-93.7% |
| Participation rate | 93.0% | 71.1%+21.9pp | 82.1%+10.9pp | 62.5%+30.6pp |
| Annual return | 15.29% | 24.62%-9.3pp | 66.58%-51.3pp | 36.46%-21.2pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,143 | $7,216-84.2% | $7,897-85.5% | $3,835-70.2% |
| Admin fee / account holder | $61 | $680-91.0% | $13,129-99.5% | $1,002-93.9% |