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.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,581 |
STOCK YARDS BANK & TRUST2 years Service code 15 200 S FIFTH STREET · LOUISVILLE, KY 40202 | Recordkeeping | $15,764 |
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 | $60,142 | $60,1240% | $90,404-33.5% | $79,858-24.7% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 15.11% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $956 | $2,068-53.8% | $3,262-70.7% | $2,471-61.3% |
| Participant deferral / active EE | $1,897 | $2,938-35.4% | $3,963-52.1% | $3,740-49.3% |
| Admin fee / account holder | $397 | $3,976-90.0% | $5,611-92.9% | $5,306-92.5% |