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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,676 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Participants) | $8,933 |
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 | $17,506 | $49,915-64.9% | $154,803-88.7% | $74,304-76.4% |
| Participation rate | 86.8% | 54.0%+32.9pp | 78.1%+8.7pp | 60.3%+26.5pp |
| Annual return | 14.66% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,300 | $1,611-19.3% | $4,305-69.8% | $2,241-42.0% |
| Participant deferral / active EE | $2,194 | $2,255-2.7% | $5,540-60.4% | $3,767-41.8% |
| Admin fee / account holder | $108 | $2,189-95.1% | $14,329-99.2% | $2,969-96.4% |