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.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,583 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 15 · EIN 58-1625031 120 VANTIS · ALISO VIEJO, CA 92656 | Recordkeeping | $7,183 |
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 | $46,657 | $51,197-8.9% | $82,719-43.6% | $66,914-30.3% |
| Participation rate | 35.5% | 67.8%-32.3pp | 72.6%-37.0pp | 69.8%-34.3pp |
| Annual return | -12.19% | -9.64%-2.6pp | 701.18%-713.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $739 | $2,611-71.7% | $3,009-75.4% | $2,544-71.0% |
| Participant deferral / active EE | $1,255 | $3,458-63.7% | $4,395-71.4% | $4,237-70.4% |
| Admin fee / account holder | $306 | $416-26.4% | $5,329-94.3% | $593-48.5% |