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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $69,032 |
CAPFINANCIAL PARTNERS LLC2 years Service code 15 PO BOX 600071 · RALEIGH, NC 27675 | Recordkeeping | $59,583 |
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 | $46,601 | $52,670-11.5% | $90,404-48.5% | $73,409-36.5% |
| Participation rate | 95.4% | 67.7%+27.7pp | 72.7%+22.7pp | 72.2%+23.2pp |
| Annual return | 19.58% | 20.70%-1.1pp | 1293.02%-1273.4pp | 59.29%-39.7pp |
| Employer contribution / active EE | $1,554 | $1,872-17.0% | $3,262-52.4% | $2,234-30.4% |
| Participant deferral / active EE | $2,345 | $2,807-16.5% | $3,963-40.8% | $3,805-38.4% |
| Admin fee / account holder | $119 | $117+1.5% | $5,611-97.9% | $158-24.9% |