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 9-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 | $415 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,312 | $44,850-68.1% | $60,547-76.4% | $59,632-76.0% |
| Participation rate | 81.5% | 59.5%+22.0pp | 68.0%+13.6pp | 68.7%+12.9pp |
| Annual return | -2.45% | 1074.14%-1076.6pp | 335.64%-338.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $863 | $1,462-41.0% | $2,419-64.3% | $2,203-60.8% |
| Participant deferral / active EE | $2,286 | $2,230+2.5% | $3,328-31.3% | $3,192-28.4% |
| Admin fee / account holder | $11 | $3,635-99.7% | $4,536-99.8% | $4,297-99.7% |