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.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $7,344 |
LPL FINANCIAL1 year Service code 15 | Recordkeeping | $5,991 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $5,924 |
Filed as: LEAFHOUSE FINANCIAL Service code 15 | Recordkeeping | $5,328 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,147 | $56,110+16.1% | $94,993-31.4% | $70,131-7.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.9%+19.0pp | 69.5%+23.3pp |
| Annual return | 12.29% | 51.02%-38.7pp | 27.12%-14.8pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $995 | $2,391-58.4% | $3,317-70.0% | $3,332-70.1% |
| Admin fee / account holder | $350 | $3,456-89.9% | $4,960-92.9% | $4,645-92.5% |