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 4-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 | Recordkeeping | $3,873 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,484 | $72,177-88.2% | $115,037-92.6% | $59,632-85.8% |
| Participation rate | 80.6% | 72.6%+8.1pp | 81.4%-0.8pp | 68.7%+11.9pp |
| Annual return | -2.78% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $486 | $2,841-82.9% | $4,608-89.4% | $2,203-77.9% |
| Participant deferral / active EE | $2,510 | $4,783-47.5% | $6,026-58.4% | $3,192-21.4% |
| Admin fee / account holder | $33 | $4,927-99.3% | $8,175-99.6% | $4,297-99.2% |