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 | $10,745 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,864 | $43,504-33.7% | $68,793-58.0% | $56,287-48.7% |
| Participation rate | 84.7% | 67.8%+16.8pp | 72.2%+12.5pp | 69.9%+14.8pp |
| Annual return | -5.73% | -3.15%-2.6pp | -4.63%-1.1pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,967 | $1,525+28.9% | $2,625-25.1% | $2,111-6.8% |
| Participant deferral / active EE | $3,813 | $2,509+52.0% | $3,311+15.2% | $3,350+13.8% |
| Admin fee / account holder | $231 | $515-55.1% | $5,131-95.5% | $521-55.6% |