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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,970 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,466 | $43,423-55.2% | $78,689-75.3% | $55,167-64.7% |
| Participation rate | 76.5% | 68.0%+8.4pp | 73.6%+2.9pp | 69.0%+7.5pp |
| Annual return | 8.05% | 11.53%-3.5pp | 62.18%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,382 | $1,997-30.8% | $2,851-51.5% | $1,963-29.6% |
| Participant deferral / active EE | $4,296 | $2,509+71.2% | $3,517+22.2% | $3,054+40.7% |
| Admin fee / account holder | $54 | $416-86.9% | $4,510-98.8% | $504-89.2% |