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 9-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: REILLY FINANCIAL ADVISORS, LLC Service code 15 · EIN 84-4519624 7777 ALVARADO ROAD · LA MESA, CA 91942 | Recordkeeping | $7,500 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,699 | $60,989+40.5% | $60,874+40.8% | $66,914+28.1% |
| Participation rate | 67.8% | 74.5%-6.7pp | 73.1%-5.3pp | 69.8%-2.0pp |
| Annual return | -16.62% | -9.60%-7.0pp | 16.90%-33.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,215 | $2,661-16.8% | $2,701-18.0% | $2,544-12.9% |
| Participant deferral / active EE | $4,331 | $3,615+19.8% | $3,817+13.5% | $4,237+2.2% |
| Admin fee / account holder | $321 | $338-5.1% | $3,224-90.0% | $593-45.8% |