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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,254 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES LLC FBO ANDREW Service code 15 P O BOX 9497 · NEW YORK, NY 10087 | Recordkeeping | $10,883 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,847 | $49,138-8.7% | $84,015-46.6% | $65,185-31.2% |
| Participation rate | 76.9% | 60.7%+16.1pp | 69.0%+7.8pp | 70.2%+6.7pp |
| Annual return | 20.88% | 23.00%-2.1pp | 71.31%-50.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,537 | $2,397+5.8% | $3,239-21.7% | $3,514-27.8% |
| Admin fee / account holder | $270 | $543-50.2% | $6,101-95.6% | $847-68.1% |