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 | $5,924 |
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 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 | $21,080 | $73,102-71.2% | $123,544-82.9% | $56,287-62.5% |
| Participation rate | 94.3% | 74.3%+20.0pp | 82.3%+12.0pp | 69.9%+24.5pp |
| Annual return | -4.23% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,114 | $2,977+4.6% | $4,628-32.7% | $2,111+47.5% |
| Participant deferral / active EE | $4,800 | $5,423-11.5% | $6,426-25.3% | $3,350+43.3% |
| Admin fee / account holder | $38 | $554-93.1% | $9,284-99.6% | $521-92.7% |