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.2 years Service code 15 · EIN 16-1124166 | Recordkeeping | $18,136 |
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 | $20,236 | $51,197-60.5% | $82,719-75.5% | $66,914-69.8% |
| Participation rate | 82.9% | 67.8%+15.1pp | 72.6%+10.4pp | 69.8%+13.1pp |
| Annual return | -13.17% | -9.64%-3.5pp | 701.18%-714.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,415 | $2,611-45.8% | $3,009-53.0% | $2,544-44.4% |
| Participant deferral / active EE | $3,038 | $3,458-12.1% | $4,395-30.9% | $4,237-28.3% |
| Admin fee / account holder | $95 | $416-77.1% | $5,329-98.2% | $593-84.0% |