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.5 years Filed as: PAYCHEX RETIREMENT SERVICES Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL · SOUTH ROCHESTER, NY 14625 | Recordkeeping | $19,780 |
Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 71 · EIN 59-1517485 880 CARILLON PKWY · ST PETERSBURG, FL 337161102 | Brokerage Fees | $6,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,693 | $62,327+76.0% | $120,354-8.9% | $74,495+47.2% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 12.34% | 18.61%-6.3pp | 107.15%-94.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $5,917 | $1,843+221.0% | $3,463+70.9% | $2,623+125.6% |
| Participant deferral / active EE | $6,060 | $2,893+109.5% | $4,991+21.4% | $4,346+39.4% |
| Admin fee / account holder | $152 | $2,396-93.7% | $9,423-98.4% | $1,942-92.2% |