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.4 years Filed as: PAYCHEX RETIREMENT SERVICES Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL · SOUTH ROCHESTER, NY 14625 | Recordkeeping | $13,185 |
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $5,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,969 | $57,651+64.7% | $112,229-15.4% | $71,457+32.9% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 14.38% | 18.32%-3.9pp | 30.20%-15.8pp | 28.85%-14.5pp |
| Employer contribution / active EE | $4,545 | $1,913+137.6% | $3,430+32.5% | $2,588+75.7% |
| Participant deferral / active EE | $5,132 | $2,863+79.2% | $4,798+7.0% | $4,289+19.7% |
| Admin fee / account holder | $109 | $1,581-93.1% | $7,748-98.6% | $1,587-93.1% |