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.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,638 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,118 | $49,177-46.9% | $79,464-67.1% | $64,186-59.3% |
| Participation rate | 89.6% | 65.0%+24.6pp | 73.3%+16.2pp | 69.6%+20.0pp |
| Annual return | -5.92% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,832 | $2,076-11.7% | $2,800-34.6% | $2,381-23.0% |
| Participant deferral / active EE | $5,068 | $2,821+79.6% | $3,704+36.8% | $3,470+46.1% |
| Admin fee / account holder | $51 | $3,839-98.7% | $5,113-99.0% | $4,888-99.0% |