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.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,896 |
Filed as: VISION ASSET MANAGEMENT FBO W FRANC Service code 15 205 POWELL PLACE, SUITE 357 · BRENTWOOD, TN 37027 | Recordkeeping | $11,180 |
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 | $65,087 | $80,968-19.6% | $96,544-32.6% | $75,163-13.4% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 17.87% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,863 | $2,282-18.3% | $2,965-37.2% | $2,670-30.2% |
| Participant deferral / active EE | $3,285 | $3,928-16.4% | $4,851-32.3% | $4,125-20.4% |
| Admin fee / account holder | $303 | $6,724-95.5% | $8,252-96.3% | $5,651-94.6% |