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 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $7,825 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,075 | $52,639-12.5% | $185,117-75.1% | $62,292-26.0% |
| Participation rate | 79.7% | 63.9%+15.8pp | 77.3%+2.4pp | 69.5%+10.1pp |
| Annual return | 26.17% | 19.57%+6.6pp | 40.50%-14.3pp | 28.90%-2.7pp |
| Employer contribution / active EE | $3,832 | $1,483+158.5% | $4,182-8.4% | $2,042+87.6% |
| Participant deferral / active EE | $7,114 | $3,097+129.7% | $5,045+41.0% | $3,169+124.5% |
| Admin fee / account holder | $195 | $374-47.8% | $8,159-97.6% | $479-59.3% |