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 |
|---|---|---|
Filed as: ALDRICH SERVICES LLP Service code 26 · EIN 93-1244319 | Advisory (Participants) | $16,188 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1470238 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,959 | $62,327-18.2% | $120,354-57.7% | $74,495-31.6% |
| Participation rate | 35.1% | 56.8%-21.7pp | 71.9%-36.8pp | 67.2%-32.1pp |
| Annual return | 13.93% | 18.61%-4.7pp | 107.15%-93.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,218 | $1,843+74.6% | $3,463-7.1% | $2,623+22.7% |
| Participant deferral / active EE | $2,192 | $2,893-24.2% | $4,991-56.1% | $4,346-49.6% |
| Admin fee / account holder | $258 | $2,396-89.2% | $9,423-97.3% | $1,942-86.7% |