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 7-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.3+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,063 |
LPL FINANCIAL3+ years Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $8,979 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,064 | $98,750-50.3% | $149,696-67.2% | $79,858-38.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.77% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $18 | $3,216-99.4% | $4,644-99.6% | $2,471-99.3% |
| Participant deferral / active EE | $5,450 | $5,680-4.0% | $6,842-20.3% | $3,740+45.7% |
| Admin fee / account holder | $207 | $6,053-96.6% | $9,309-97.8% | $5,306-96.1% |