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.6 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $40,868 |
Filed as: RESOURCES INVESTMENT ADVISORS, Service code 13 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Contract Administrator | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,852 | $185,342-59.6% | $111,297-32.7% | $86,799-13.8% |
| Participation rate | 96.3% | 81.0%+15.3pp | 77.3%+19.0pp | 72.3%+24.0pp |
| Annual return | 16.47% | 500.80%-484.3pp | 54.65%-38.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,037 | $2,246-9.3% | $2,731-25.4% | $2,405-15.3% |
| Participant deferral / active EE | $9,908 | $4,458+122.2% | $4,487+120.8% | $4,131+139.8% |
| Admin fee / account holder | $177 | $255-30.9% | $7,964-97.8% | $170+4.2% |