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 Service code 15 · EIN 16-1124166 | Recordkeeping | $17,997 |
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 | $18,663 | $63,745-70.7% | $98,442-81.0% | $79,386-76.5% |
| Participation rate | 78.6% | 69.9%+8.7pp | 73.3%+5.2pp | 70.7%+7.9pp |
| Annual return | 14.16% | 625.80%-611.6pp | 1492.73%-1478.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,145 | $2,557-55.2% | $2,960-61.3% | $2,427-52.8% |
| Participant deferral / active EE | $2,532 | $3,303-23.3% | $4,276-40.8% | $4,046-37.4% |
| Admin fee / account holder | $107 | $516-79.2% | $5,949-98.2% | $626-82.9% |