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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,929 |
Service code 15 | Recordkeeping | $6,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,045 | $70,669-47.6% | $169,368-78.1% | $75,163-50.7% |
| Participation rate | 61.4% | 64.8%-3.3pp | 77.1%-15.7pp | 67.2%-5.7pp |
| Annual return | 16.71% | 36.36%-19.7pp | 405.60%-388.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,130 | $2,211-48.9% | $4,013-71.8% | $2,670-57.7% |
| Participant deferral / active EE | $2,939 | $4,311-31.8% | $6,221-52.8% | $4,125-28.7% |
| Admin fee / account holder | $207 | $5,402-96.2% | $9,003-97.7% | $5,651-96.3% |