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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,040 |
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 | $28,305 | $32,425-12.7% | $74,583-62.0% | $55,167-48.7% |
| Participation rate | 95.6% | 54.0%+41.6pp | 68.1%+27.5pp | 69.0%+26.6pp |
| Annual return | 15.62% | 10.63%+5.0pp | 20.47%-4.8pp | 169.23%-153.6pp |
| Employer contribution / active EE | $1,739 | $1,043+66.7% | $2,525-31.1% | $1,963-11.4% |
| Participant deferral / active EE | $8,561 | $1,995+329.1% | $3,458+147.6% | $3,054+180.3% |
| Admin fee / account holder | $38 | $748-94.9% | $4,138-99.1% | $504-92.4% |