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 3-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 |
|---|---|---|
Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $8,914 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,614 | $55,416-73.6% | $75,972-80.8% | $77,643-81.2% |
| Participation rate | 52.6% | 63.6%-10.9pp | 69.1%-16.4pp | 70.6%-17.9pp |
| Annual return | 14.42% | 17.07%-2.7pp | 359.55%-345.1pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,113 | $1,788-37.7% | $2,685-58.5% | $2,726-59.2% |
| Participant deferral / active EE | $1,605 | $3,447-53.4% | $4,255-62.3% | $4,647-65.5% |
| Admin fee / account holder | $101 | $414-75.6% | $6,467-98.4% | $430-76.6% |