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 |
|---|---|---|
S L REED & COMPANY3 years Filed as: S.L. REED & COMPANY Service code 15 11111 SANTA MONICA BLVD. · LOS ANGELES, CA 98025 | Recordkeeping | $11,237 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,580 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,059 | $62,132-64.5% | $185,823-88.1% | $73,488-70.0% |
| Participation rate | 85.8% | 67.8%+18.0pp | 78.0%+7.8pp | 70.7%+15.2pp |
| Annual return | 13.83% | 20.44%-6.6pp | 35.95%-22.1pp | 28.51%-14.7pp |
| Employer contribution / active EE | $249 | $1,681-85.2% | $4,087-93.9% | $2,270-89.0% |
| Participant deferral / active EE | $5,199 | $3,711+40.1% | $5,632-7.7% | $3,740+39.0% |
| Admin fee / account holder | $89 | $419-78.9% | $9,500-99.1% | $513-82.8% |