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 | $10,259 |
STOCK YARDS BANK & TRUST1 year Service code 15 200 S FIFTH STREET · LOUISVILLE, KY 40202 | Recordkeeping | $5,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,840 | $54,762-7.2% | $90,281-43.7% | $72,985-30.3% |
| Participation rate | 80.4% | 65.1%+15.3pp | 73.3%+7.2pp | 69.5%+10.9pp |
| Annual return | 16.56% | 30.63%-14.1pp | 78.10%-61.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,145 | $2,092-45.3% | $2,854-59.9% | $2,440-53.1% |
| Participant deferral / active EE | $2,117 | $2,887-26.7% | $3,885-45.5% | $3,607-41.3% |
| Admin fee / account holder | $304 | $3,972-92.4% | $5,351-94.3% | $5,124-94.1% |