See peer percentile detail with Solo.
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.5 years Service code 15 · EIN 16-1124166 | Recordkeeping | $28,666 |
Service code 26 24 W 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $6,088 |
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 | $35,031 | $56,317-37.8% | $71,209-50.8% | $74,304-52.9% |
| Participation rate | 90.2% | 55.1%+35.0pp | 73.8%+16.4pp | 60.3%+29.8pp |
| Annual return | 18.59% | 42.83%-24.2pp | 282.51%-263.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,976 | $2,160-8.5% | $2,721-27.4% | $2,241-11.8% |
| Participant deferral / active EE | $3,881 | $2,788+39.2% | $4,175-7.0% | $3,767+3.0% |
| Admin fee / account holder | $200 | $2,290-91.3% | $5,349-96.3% | $2,969-93.3% |