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 |
|---|---|---|
SCS3 years Service code 26 · EIN 04-3046611 10900 NE 8TH SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Participants) | $40,155 |
PAYCHEX, INC.11+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $9,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,997 | $67,984+100.0% | $65,493+107.7% | $74,304+83.0% |
| Participation rate | 62.4% | 66.3%-3.9pp | 73.1%-10.7pp | 60.3%+2.1pp |
| Annual return | 16.00% | 19.87%-3.9pp | 982.45%-966.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,910 | $2,491-23.3% | $2,574-25.8% | $2,241-14.8% |
| Participant deferral / active EE | $7,459 | $3,346+122.9% | $3,961+88.3% | $3,767+98.0% |
| Admin fee / account holder | $285 | $1,373-79.2% | $5,028-94.3% | $2,969-90.4% |