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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,792 |
Service code 26 · EIN 59-1199408 | Advisory (Participants) | $25,525 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 | Recordkeeping | $15,646 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,709 | $52,208+33.5% | $86,612-19.5% | $74,419-6.3% |
| Participation rate | 94.8% | 66.3%+28.5pp | 71.7%+23.1pp | 70.7%+24.1pp |
| Annual return | 61.33% | 44.46%+16.9pp | 591.07%-529.7pp | 34.38%+26.9pp |
| Employer contribution / active EE | $135 | $2,282-94.1% | $3,022-95.5% | $2,637-94.9% |
| Participant deferral / active EE | $4,233 | $3,383+25.1% | $4,438-4.6% | $4,528-6.5% |
| Admin fee / account holder | $233 | $319-26.8% | $5,614-95.8% | $348-32.9% |