See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,605 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 15 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Recordkeeping | $8,622 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Recordkeeping | $7,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,524 | $78,275-55.9% | $109,143-68.4% | $86,799-60.2% |
| Participation rate | 40.4% | 73.8%-33.5pp | 75.9%-35.5pp | 72.3%-31.9pp |
| Annual return | 63.53% | 19.14%+44.4pp | 25.75%+37.8pp | 97.91%-34.4pp |
| Employer contribution / active EE | $1,322 | $3,105-57.4% | $3,722-64.5% | $2,405-45.0% |
| Participant deferral / active EE | $2,175 | $3,641-40.3% | $4,653-53.3% | $4,131-47.3% |
| Admin fee / account holder | $153 | $198-23.1% | $6,752-97.7% | $170-9.9% |