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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,367 | $70,002-62.3% | $115,037-77.1% | $52,331-49.6% |
| Participation rate | 82.9% | 72.1%+10.8pp | 81.4%+1.5pp | 68.1%+14.8pp |
| Annual return | -0.84% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $577 | $2,715-78.8% | $4,608-87.5% | $1,882-69.3% |
| Participant deferral / active EE | $1,941 | $4,920-60.5% | $6,026-67.8% | $3,022-35.8% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.8% |