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 | Recordkeeping | $9,853 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $700 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,987 | $96,458-50.3% | $136,294-64.8% | $77,958-38.4% |
| Participation rate | 74.1% | 75.4%-1.3pp | 81.9%-7.8pp | 71.6%+2.5pp |
| Annual return | 21.50% | 23.78%-2.3pp | 5155.94%-5134.4pp | 20.87%+0.6pp |
| Employer contribution / active EE | $1,283 | $3,144-59.2% | $4,695-72.7% | $2,310-44.5% |
| Participant deferral / active EE | $4,702 | $5,902-20.3% | $6,247-24.7% | $3,537+32.9% |
| Admin fee / account holder | $9 | $80-89.4% | $9,243-99.9% | $97-91.2% |