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 8-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 | $5,684 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,489 | $81,474-83.4% | $133,956-89.9% | $73,488-81.6% |
| Participation rate | 88.2% | 76.4%+11.8pp | 79.8%+8.3pp | 70.7%+17.5pp |
| Annual return | 7.42% | 19.40%-12.0pp | 45.09%-37.7pp | 28.51%-21.1pp |
| Employer contribution / active EE | $818 | $2,209-63.0% | $3,919-79.1% | $2,270-64.0% |
| Participant deferral / active EE | $2,126 | $3,786-43.9% | $5,048-57.9% | $3,740-43.1% |
| Admin fee / account holder | $85 | $713-88.0% | $8,927-99.0% | $513-83.4% |