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 10-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 15 205 POWELL PLACE, SUITE 357 · BRENTWOOD, TN 37027 | Recordkeeping | $15,656 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,814 | $78,422-22.5% | $95,952-36.6% | $79,858-23.8% |
| Participation rate | 72.9% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 24.87% | 19.37%+5.5pp | 91.61%-66.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,703 | $1,945-12.4% | $2,541-33.0% | $2,471-31.1% |
| Participant deferral / active EE | $2,932 | $3,440-14.8% | $4,167-29.6% | $3,740-21.6% |
| Admin fee / account holder | $335 | $5,622-94.0% | $6,795-95.1% | $5,306-93.7% |