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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.
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| Provider | Service type | Compensation |
|---|---|---|
DJY CAPITAL, LLC2 years Service code 26 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Participants) | $27,225 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,721 | $96,484-72.3% | $156,263-82.9% | $74,304-64.0% |
| Participation rate | 82.9% | 67.7%+15.2pp | 78.9%+4.0pp | 60.3%+22.5pp |
| Annual return | 18.70% | 17.73%+1.0pp | 59.47%-40.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,839 | $4,286-33.8% | $6,158-53.9% | $3,767-24.6% |
| Admin fee / account holder | $280 | $3,728-92.5% | $14,255-98.0% | $2,969-90.6% |