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 Service code 15 · EIN 16-1124166 | Recordkeeping | $928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,561 | $39,798+94.9% | $67,711+14.5% | $59,632+30.1% |
| Participation rate | 98.9% | 57.4%+41.5pp | 67.5%+31.4pp | 68.7%+30.2pp |
| Annual return | -1.39% | 89.94%-91.3pp | 25.41%-26.8pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $6,677 | $1,393+379.3% | $2,559+160.9% | $2,203+203.1% |
| Participant deferral / active EE | $8,653 | $2,335+270.6% | $3,585+141.4% | $3,192+171.1% |
| Admin fee / account holder | $7 | $3,212-99.8% | $4,255-99.8% | $4,297-99.8% |