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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS IN Service code 15 12325 PORT GRACE BLVD · OMAHA, NE 68128 | Recordkeeping | $10,531 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,118 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,809 | $91,190+8.4% | $178,490-44.6% | $79,858+23.7% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.8pp | 69.6%-20.5pp |
| Annual return | 12.93% | 24.19%-11.3pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $656 | $3,256-79.9% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $3,148 | $3,236-2.7% | $5,202-39.5% | $3,740-15.8% |
| Admin fee / account holder | $412 | $6,751-93.9% | $13,984-97.1% | $5,306-92.2% |