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 8-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 |
|---|---|---|
MUTUAL ADVISORS LLC2 years Service code 15 1551 THREE CROWNS DRIVE · CASPER, WY 82604 | Recordkeeping | $10,869 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,560 | $65,061-62.2% | $143,757-82.9% | $66,914-63.3% |
| Participation rate | 64.8% | 65.2%-0.4pp | 80.3%-15.6pp | 69.8%-5.0pp |
| Annual return | -16.54% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,720 | $2,361-27.1% | $4,951-65.3% | $2,544-32.4% |
| Participant deferral / active EE | $3,140 | $2,919+7.6% | $5,637-44.3% | $4,237-25.9% |
| Admin fee / account holder | $185 | $502-63.2% | $14,673-98.7% | $593-68.9% |