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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,066 |
S L REED & COMPANY1 year Filed as: S.L. REED & COMPANY Service code 15 11111 SANTA MONICA BLVD. · LOS ANGELES, CA 98025 | Recordkeeping | $9,721 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,306 | $56,484-69.4% | $169,463-89.8% | $64,186-73.0% |
| Participation rate | 93.6% | 64.5%+29.1pp | 77.8%+15.8pp | 69.6%+24.0pp |
| Annual return | 0.46% | -1.55%+2.0pp | 1.83%-1.4pp | 7.63%-7.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,535 | $3,448+60.5% | $5,277+4.9% | $3,470+59.5% |
| Admin fee / account holder | $93 | $4,174-97.8% | $9,109-99.0% | $4,888-98.1% |