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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,076 |
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).
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 | $16,626 | $54,320-69.4% | $67,652-75.4% | $52,331-68.2% |
| Participation rate | 82.8% | 73.6%+9.2pp | 75.7%+7.1pp | 68.1%+14.7pp |
| Annual return | -1.45% | 6.81%-8.3pp | 6625.04%-6626.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,117 | $1,544-27.6% | $2,266-50.7% | $1,882-40.6% |
| Participant deferral / active EE | $1,957 | $2,950-33.7% | $3,560-45.0% | $3,022-35.2% |
| Admin fee / account holder | $90 | $527-82.9% | $4,821-98.1% | $592-84.8% |