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.6 years Service code 15 · EIN 16-1124166 | Recordkeeping | $14,733 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 15 · EIN 95-3845382 | Recordkeeping | $10,766 |
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 | $24,082 | $80,968-70.3% | $96,544-75.1% | $75,163-68.0% |
| Participation rate | 45.9% | 71.8%-25.9pp | 76.0%-30.1pp | 67.2%-21.3pp |
| Annual return | 13.04% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,564 | $2,282-31.5% | $2,965-47.2% | $2,670-41.4% |
| Participant deferral / active EE | $2,812 | $3,928-28.4% | $4,851-42.0% | $4,125-31.8% |
| Admin fee / account holder | $245 | $6,724-96.4% | $8,252-97.0% | $5,651-95.7% |