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 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,775 |
Service code 26 · EIN 82-1443118 4745 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Participants) | $9,667 |
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 | $45,275 | $101,317-55.3% | $146,958-69.2% | $74,495-39.2% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 16.81% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,476 | $3,810-8.8% | $4,933-29.5% | $2,623+32.5% |
| Participant deferral / active EE | $6,372 | $7,303-12.7% | $8,070-21.0% | $4,346+46.6% |
| Admin fee / account holder | $203 | $1,739-88.3% | $12,998-98.4% | $1,942-89.5% |