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 | $27,429 |
VISIONPOINT ADVISORY GROUP4 years Filed as: VISIONPOINT ADVISORY GROUP, LL Service code 15 5001 SPRING VALLEY ROAD · DALLAS, TX 75244 | Recordkeeping | $26,247 |
LPL FINANCIAL1 year Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $19,909 |
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 | $92,862 | $93,182-0.3% | $146,665-36.7% | $79,386+17.0% |
| Participation rate | 79.6% | 76.4%+3.2pp | 80.1%-0.4pp | 70.7%+8.9pp |
| Annual return | 14.92% | 21.61%-6.7pp | 22.74%-7.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $2,169 | $2,420-10.4% | $4,136-47.6% | $2,427-10.7% |
| Participant deferral / active EE | $3,925 | $4,169-5.9% | $5,506-28.7% | $4,046-3.0% |
| Admin fee / account holder | $646 | $585+10.5% | $10,280-93.7% | $626+3.2% |