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+ years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $1,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,622 | $77,634-72.1% | $156,549-86.2% | $62,891-65.6% |
| Participation rate | 83.7% | 71.2%+12.5pp | 84.0%-0.3pp | 69.3%+14.4pp |
| Annual return | 1.65% | 50.32%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $156 | $3,444-95.5% | $5,501-97.2% | $2,281-93.1% |
| Participant deferral / active EE | $1,719 | $3,045-43.6% | $4,871-64.7% | $3,203-46.3% |
| Admin fee / account holder | $17 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |