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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,145 |
Filed as: RAYMOND JAMES & ASSOCIATES, IN Service code 15 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Recordkeeping | $10,838 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,125 | $52,953-7.2% | $172,739-71.6% | $65,185-24.6% |
| Participation rate | 73.6% | 66.2%+7.4pp | 82.6%-9.0pp | 70.2%+3.4pp |
| Annual return | 19.33% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $2,114 | $2,190-3.4% | $5,143-58.9% | $2,177-2.9% |
| Participant deferral / active EE | $4,606 | $2,471+86.4% | $5,198-11.4% | $3,514+31.1% |
| Admin fee / account holder | $255 | $472-45.9% | $13,954-98.2% | $847-69.9% |