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 10-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 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,545 |
Filed as: CWM, LLC Service code 15 13321 CALIFORNIA STREET · OMAHA, NE 68154 | Recordkeeping | $5,235 |
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 | $16,132 | $72,277-77.7% | $101,248-84.1% | $79,858-79.8% |
| Participation rate | 82.2% | 68.5%+13.7pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 18.30% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,701 | $2,692-36.8% | $3,660-53.5% | $2,471-31.1% |
| Participant deferral / active EE | $2,998 | $3,282-8.7% | $4,370-31.4% | $3,740-19.8% |
| Admin fee / account holder | $144 | $4,400-96.7% | $5,945-97.6% | $5,306-97.3% |