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 |
|---|---|---|
Service code 26 11300 W OLYMPIC BLVD · LOS ANGELES, CA 90064 | Advisory (Participants) | $36,727 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,704 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,226 | $106,028-67.7% | $146,958-76.7% | $77,643-55.9% |
| Participation rate | 87.8% | 78.4%+9.4pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 11.66% | 56.73%-45.1pp | 418.34%-406.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,315 | $4,063-67.6% | $4,933-73.3% | $2,726-51.8% |
| Participant deferral / active EE | $4,239 | $7,990-46.9% | $8,070-47.5% | $4,647-8.8% |
| Admin fee / account holder | $136 | $337-59.6% | $12,998-99.0% | $430-68.3% |