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 |
|---|---|---|
TAGSTONE CAPITAL, INC.2 years Service code 15 4400 PARK ROAD · CHARLOTTE, NC 28209 | Recordkeeping | $25,165 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,512 | $25,302+44.3% | $74,701-51.1% | $67,579-46.0% |
| Participation rate | 26.8% | 37.8%-11.0pp | 54.5%-27.6pp | 71.3%-44.5pp |
| Annual return | 9.58% | 10291.17%-10281.6pp | 752.92%-743.3pp | 378.56%-369.0pp |
| Employer contribution / active EE | $282 | $446-36.9% | $1,084-74.0% | $2,148-86.9% |
| Participant deferral / active EE | $433 | $954-54.7% | $1,964-78.0% | $3,539-87.8% |
| Admin fee / account holder | $244 | $108+126.8% | $3,333-92.7% | $142+71.6% |