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 | $18,035 |
Filed as: WEALTH ADVISORY GROUP Service code 15 1055 WESTLAKES DR #130 · BERWYN, PA 19312 | Recordkeeping | $13,289 |
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 | $26,470 | $89,652-70.5% | $141,162-81.2% | $65,185-59.4% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.5%+12.3pp | 70.2%+24.5pp |
| Annual return | 24.63% | 32.79%-8.2pp | 71.39%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $3,604 | $3,065+17.6% | $4,735-23.9% | $2,177+65.6% |
| Participant deferral / active EE | $5,637 | $5,691-0.9% | $6,709-16.0% | $3,514+60.4% |
| Admin fee / account holder | $179 | $569-68.4% | $10,261-98.3% | $847-78.8% |