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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,947 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 15 · EIN 84-4519624 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Recordkeeping | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,984 | $65,557+22.0% | $64,056+24.9% | $71,457+11.9% |
| Participation rate | 97.1% | 73.2%+24.0pp | 72.3%+24.8pp | 67.9%+29.2pp |
| Annual return | 15.34% | 18.94%-3.6pp | 33.69%-18.3pp | 28.85%-13.5pp |
| Employer contribution / active EE | $3,378 | $2,669+26.6% | $2,747+23.0% | $2,588+30.5% |
| Participant deferral / active EE | $6,403 | $3,626+76.6% | $3,880+65.0% | $4,289+49.3% |
| Admin fee / account holder | $153 | $616-75.1% | $3,068-95.0% | $1,587-90.3% |