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 7-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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,904 |
401K GENERATION4 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $17,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,924 | $100,923-61.4% | $150,045-74.1% | $74,304-47.6% |
| Participation rate | 90.5% | 70.1%+20.5pp | 82.3%+8.2pp | 60.3%+30.2pp |
| Annual return | 19.16% | 51.77%-32.6pp | 62.55%-43.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,231 | $3,463-35.6% | $4,693-52.5% | $2,241-0.4% |
| Participant deferral / active EE | $6,769 | $6,709+0.9% | $7,997-15.4% | $3,767+79.7% |
| Admin fee / account holder | $200 | $2,767-92.8% | $13,435-98.5% | $2,969-93.3% |