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 Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,861 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,018 | $81,474-60.7% | $133,956-76.1% | $73,488-56.4% |
| Participation rate | 73.1% | 76.4%-3.3pp | 79.8%-6.8pp | 70.7%+2.4pp |
| Annual return | 12.79% | 19.40%-6.6pp | 45.09%-32.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $822 | $2,209-62.8% | $3,919-79.0% | $2,270-63.8% |
| Participant deferral / active EE | $2,384 | $3,786-37.0% | $5,048-52.8% | $3,740-36.2% |
| Admin fee / account holder | $66 | $713-90.7% | $8,927-99.3% | $513-87.1% |