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 Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $29,051 |
Filed as: RESOURCES INVESTMENT ADVISORS, Service code 15 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | 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 | $81,325 | $73,638+10.4% | $95,952-15.2% | $73,488+10.7% |
| Participation rate | 95.1% | 76.2%+18.9pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 18.18% | 16.78%+1.4pp | 91.61%-73.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,094 | $3,617+151.4% | $4,167+118.2% | $3,740+143.2% |
| Admin fee / account holder | $195 | $482-59.6% | $6,795-97.1% | $513-62.0% |