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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,030 |
PAYCHEX, INC.1 year Filed as: PAYCHEX SECURITIES CORPORATION Service code 15 · EIN 16-1486352 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,756 | $63,346-32.5% | $92,233-53.6% | $70,131-39.0% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.4pp |
| Annual return | 29.42% | 530.12%-500.7pp | 176.28%-146.9pp | 73.14%-43.7pp |
| Employer contribution / active EE | $998 | $2,471-59.6% | $3,679-72.9% | $2,342-57.4% |
| Participant deferral / active EE | $1,854 | $2,854-35.0% | $3,897-52.4% | $3,332-44.3% |
| Admin fee / account holder | $49 | $3,840-98.7% | $5,194-99.1% | $4,645-98.9% |