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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,812 |
Filed as: PENSIONMARK FINANCIAL GROUP LL Service code 15 24 E COTA STREET · SANTA BARBARA, CA 93101 | Recordkeeping | $6,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,572 | $72,404-73.0% | $110,238-82.2% | $64,186-69.5% |
| Participation rate | 92.0% | 73.3%+18.6pp | 79.8%+12.1pp | 69.6%+22.4pp |
| Annual return | -4.64% | -6.29%+1.6pp | 314.74%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,772 | $3,469+37.6% | $4,672+2.1% | $3,470+37.5% |
| Admin fee / account holder | $102 | $5,664-98.2% | $8,547-98.8% | $4,888-97.9% |