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 |
|---|---|---|
SCS2 years Service code 26 · EIN 04-3046611 10900 NE 8TH SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Participants) | $33,210 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,612 | $69,763+51.4% | $67,502+56.5% | $74,495+41.8% |
| Participation rate | 63.6% | 71.4%-7.8pp | 72.9%-9.3pp | 67.2%-3.6pp |
| Annual return | 16.25% | -40.34%+56.6pp | 3512.12%-3495.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,757 | $2,704-35.0% | $2,731-35.6% | $2,623-33.0% |
| Participant deferral / active EE | $6,786 | $3,636+86.6% | $4,000+69.7% | $4,346+56.1% |
| Admin fee / account holder | $232 | $896-74.1% | $3,998-94.2% | $1,942-88.0% |