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 10-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 |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,879 |
CORNERSTONE WEALTH GROUP2 years Filed as: CORNERSTONE WEALTH GROUP LLC Service code 15 16810 KENTON DRIVE, SUITE 200 · HUNTERSVILLE, NC 28078 | Recordkeeping | $11,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,502 | $81,474-73.6% | $133,956-83.9% | $73,488-70.7% |
| Participation rate | 68.3% | 76.4%-8.1pp | 79.8%-11.5pp | 70.7%-2.4pp |
| Annual return | 23.14% | 19.40%+3.7pp | 45.09%-22.0pp | 28.51%-5.4pp |
| Employer contribution / active EE | $1,352 | $2,209-38.8% | $3,919-65.5% | $2,270-40.4% |
| Participant deferral / active EE | $2,431 | $3,786-35.8% | $5,048-51.8% | $3,740-35.0% |
| Admin fee / account holder | $113 | $713-84.2% | $8,927-98.7% | $513-78.1% |