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 10-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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,703 |
Filed as: CETERA ADVISOR NETWORKS Service code 15 ATTN RETIREMENT PLAN SERVICES · EL SEGUNDO, CA 90245 | Recordkeeping | $5,985 |
Filed as: VOYA FINANCIAL Service code 15 699 WALNUT SUITE 1000 · DES MOINES, IA 50309 | Recordkeeping | $5,385 |
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 | $27,765 | $86,286-67.8% | $111,297-75.1% | $85,850-67.7% |
| Participation rate | 74.4% | 73.3%+1.1pp | 77.3%-2.9pp | 69.3%+5.1pp |
| Annual return | 12.62% | 19.99%-7.4pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,305 | $2,043-36.1% | $2,731-52.2% | $2,565-49.1% |
| Participant deferral / active EE | $2,559 | $3,641-29.7% | $4,487-43.0% | $3,952-35.2% |
| Admin fee / account holder | $273 | $8,188-96.7% | $7,964-96.6% | $6,260-95.6% |