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 | $6,574 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,844 | $91,407-78.3% | $135,903-85.4% | $71,457-72.2% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 22.03% | 29.90%-7.9pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,926 | $3,703-48.0% | $4,856-60.3% | $2,588-25.6% |
| Participant deferral / active EE | $4,593 | $7,092-35.2% | $7,758-40.8% | $4,289+7.1% |
| Admin fee / account holder | $58 | $1,266-95.4% | $10,762-99.5% | $1,587-96.4% |