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 | $10,293 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,457 | $99,957-46.5% | $149,696-64.3% | $73,488-27.3% |
| Participation rate | 86.2% | 75.7%+10.5pp | 82.5%+3.7pp | 70.7%+15.5pp |
| Annual return | 24.60% | 53.87%-29.3pp | 276.60%-252.0pp | 28.51%-3.9pp |
| Employer contribution / active EE | $4,305 | $3,191+34.9% | $4,644-7.3% | $2,270+89.6% |
| Participant deferral / active EE | $9,677 | $6,073+59.4% | $6,842+41.4% | $3,740+158.8% |
| Admin fee / account holder | $84 | $551-84.8% | $9,309-99.1% | $513-83.7% |