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.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,625 |
RPA FINANCIAL LLC1+ years Service code 26 · EIN 83-1143379 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $12,188 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,988 | $101,499-86.2% | $147,005-90.5% | $74,546-81.2% |
| Participation rate | 87.9% | 75.5%+12.3pp | 82.2%+5.7pp | 67.2%+20.7pp |
| Annual return | 12.56% | 8732.34%-8719.8pp | 418.76%-406.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,959 | $7,304-32.1% | $8,070-38.6% | $4,347+14.1% |
| Admin fee / account holder | $85 | $1,748-95.1% | $13,006-99.3% | $1,944-95.6% |