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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $44,557 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $43,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,506 | $50,982-24.5% | $154,803-75.1% | $85,563-55.0% |
| Participation rate | 60.3% | 59.8%+0.6pp | 78.1%-17.7pp | 66.0%-5.6pp |
| Annual return | 17.39% | 30.35%-13.0pp | 58.88%-41.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $587 | $1,708-65.6% | $4,305-86.4% | $2,654-77.9% |
| Participant deferral / active EE | $4,318 | $2,474+74.5% | $5,540-22.1% | $4,375-1.3% |
| Admin fee / account holder | $121 | $846-85.7% | $14,329-99.2% | $834-85.5% |