See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TAGSTONE CAPITAL, INC.4 years Service code 26 4400 PARK ROAD · CHARLOTTE, NC 28209 | Advisory (Participants) | $29,722 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,368 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,219 | $30,555+12.0% | $80,716-57.6% | $86,799-60.6% |
| Participation rate | 29.9% | 37.2%-7.4pp | 54.2%-24.3pp | 72.3%-42.4pp |
| Annual return | 4.53% | 30.35%-25.8pp | 87.28%-82.7pp | 97.91%-93.4pp |
| Employer contribution / active EE | $342 | $472-27.6% | $1,160-70.5% | $2,405-85.8% |
| Participant deferral / active EE | $564 | $1,050-46.3% | $2,146-73.7% | $4,131-86.3% |
| Admin fee / account holder | $244 | $135+80.1% | $3,380-92.8% | $170+43.9% |