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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,724 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,992 | $61,272-59.2% | $149,673-83.3% | $71,457-65.0% |
| Participation rate | 95.2% | 62.5%+32.7pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 16.12% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,390 | $2,378+0.5% | $4,818-50.4% | $2,588-7.6% |
| Participant deferral / active EE | $3,891 | $2,917+33.4% | $5,680-31.5% | $4,289-9.3% |
| Admin fee / account holder | $97 | $1,261-92.3% | $13,210-99.3% | $1,587-93.9% |