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 |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,742 |
Filed as: VISION ASSET MANAGEMENT FBO W FRANC Service code 15 205 POWELL PLACE, SUITE 357 · BRENTWOOD, TN 37027 | Recordkeeping | $11,973 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,317 | $71,883-35.6% | $86,677-46.6% | $68,494-32.4% |
| Participation rate | 86.5% | 72.2%+14.3pp | 76.6%+9.9pp | 67.9%+18.6pp |
| Annual return | -17.12% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,501 | $2,173-30.9% | $2,836-47.1% | $2,596-42.2% |
| Participant deferral / active EE | $2,598 | $3,779-31.2% | $4,656-44.2% | $4,027-35.5% |
| Admin fee / account holder | $253 | $6,112-95.9% | $7,493-96.6% | $5,403-95.3% |