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 8-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 | $17,366 |
Service code 26 · EIN 82-4032869 115 S ELM DR APT 212 · LOS ANGELES, CA 90035 | Advisory (Participants) | $12,545 |
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 | $31,661 | $56,317-43.8% | $71,209-55.5% | $74,304-57.4% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 36.25% | 42.83%-6.6pp | 282.51%-246.3pp | 29.43%+6.8pp |
| Employer contribution / active EE | $7,205 | $2,160+233.6% | $2,721+164.8% | $2,241+221.5% |
| Participant deferral / active EE | $9,015 | $2,788+223.4% | $4,175+115.9% | $3,767+139.3% |
| Admin fee / account holder | $128 | $2,290-94.4% | $5,349-97.6% | $2,969-95.7% |