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.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,212 |
TRIAD ADVISORS INC4 years Filed as: TRIAD ADVISORS LLC Service code 15 · EIN 65-0173164 3585 ATLANTA AVENUE · HAPEVILLE, GA 30354 | Recordkeeping | $9,045 |
Service code 15 | Recordkeeping | $5,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,767 | $45,602-63.2% | $117,472-85.7% | $66,914-74.9% |
| Participation rate | 66.3% | 57.6%+8.7pp | 70.6%-4.3pp | 69.8%-3.5pp |
| Annual return | -16.86% | -16.74%-0.1pp | 29.74%-46.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,367 | $2,845-52.0% | $4,070-66.4% | $4,237-67.7% |
| Admin fee / account holder | $124 | $661-81.2% | $5,645-97.8% | $593-79.1% |