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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,963 |
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 | $30,327 | $81,248-62.7% | $155,509-80.5% | $80,856-62.5% |
| Participation rate | 93.7% | 66.2%+27.5pp | 78.2%+15.5pp | 67.6%+26.0pp |
| Annual return | 12.13% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,593 | $3,100-16.4% | $4,672-44.5% | $2,755-5.9% |
| Participant deferral / active EE | $4,614 | $3,452+33.7% | $5,626-18.0% | $4,296+7.4% |
| Admin fee / account holder | $115 | $7,997-98.6% | $15,912-99.3% | $6,918-98.3% |