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 |
|---|---|---|
FI401K ADVISORS LLC1 year Service code 15 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,336 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,086 | $98,750-5.7% | $149,696-37.8% | $79,858+16.6% |
| Participation rate | 39.2% | 75.8%-36.6pp | 82.5%-43.3pp | 69.6%-30.5pp |
| Annual return | 18.80% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,053 | $3,216-67.3% | $4,644-77.3% | $2,471-57.4% |
| Participant deferral / active EE | $2,379 | $5,680-58.1% | $6,842-65.2% | $3,740-36.4% |
| Admin fee / account holder | $17,922 | $6,053+196.1% | $9,309+92.5% | $5,306+237.8% |