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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 3-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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,873 |
RAINSBERGER WEALTH ADVISORS4 years Service code 26 · EIN 63-1229657 980 PICO POINT · COLORADO SPRINGS, CO 80905 | Advisory (Participants) | $10,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,421 | $72,994-78.9% | $120,354-87.2% | $77,643-80.1% |
| Participation rate | 46.0% | 55.2%-9.2pp | 71.9%-25.9pp | 70.6%-24.6pp |
| Annual return | 16.18% | 18.23%-2.0pp | 107.15%-91.0pp | 31.24%-15.1pp |
| Employer contribution / active EE | $940 | $1,793-47.6% | $3,463-72.8% | $2,726-65.5% |
| Participant deferral / active EE | $2,294 | $3,011-23.8% | $4,991-54.0% | $4,647-50.6% |
| Admin fee / account holder | $81 | $658-87.7% | $9,423-99.1% | $430-81.2% |