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 | $10,030 |
CETERA ADVISOR NETWORKS LLC2 years Service code 15 · EIN 95-3845382 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Recordkeeping | $6,327 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,457 | $72,607-82.8% | $90,749-86.3% | $66,914-81.4% |
| Participation rate | 70.4% | 73.7%-3.3pp | 75.7%-5.3pp | 69.8%+0.6pp |
| Annual return | -16.65% | -12.28%-4.4pp | -12.16%-4.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $944 | $2,369-60.2% | $2,921-67.7% | $2,544-62.9% |
| Participant deferral / active EE | $1,325 | $3,977-66.7% | $4,564-71.0% | $4,237-68.7% |
| Admin fee / account holder | $161 | $707-77.3% | $8,445-98.1% | $593-72.9% |