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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,526 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 4340 REDWOOD HWY B-60 · SAN RAFAEL, CA 94903 | Recordkeeping | $15,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LL Service code 15 4340 REDWOOD HWY B-60 · SAN RAFAEL, CA 94903 | Recordkeeping | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,629 | $59,186-6.0% | $76,768-27.5% | $56,287-1.2% |
| Participation rate | 97.0% | 75.2%+21.8pp | 77.0%+20.1pp | 69.9%+27.2pp |
| Annual return | -5.92% | 6.62%-12.5pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,898 | $3,255+173.4% | $3,852+131.0% | $3,350+165.6% |
| Admin fee / account holder | $177 | $489-63.7% | $6,675-97.3% | $521-66.0% |