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 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,699 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,996 | $80,717-77.7% | $154,803-88.4% | $84,808-78.8% |
| Participation rate | 95.5% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 15.91% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,791 | $2,761-35.1% | $4,305-58.4% | $2,631-31.9% |
| Participant deferral / active EE | $1,818 | $3,303-44.9% | $5,540-67.2% | $4,212-56.8% |
| Admin fee / account holder | $148 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |