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 6-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 | $16,626 |
Service code 15 | Recordkeeping | $5,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,961 | $58,879-59.3% | $178,490-86.6% | $73,488-67.4% |
| Participation rate | 60.0% | 66.2%-6.2pp | 81.9%-21.9pp | 70.7%-10.7pp |
| Annual return | 8.27% | 24.86%-16.6pp | 151.07%-142.8pp | 28.51%-20.2pp |
| Employer contribution / active EE | $940 | $2,236-58.0% | $5,011-81.2% | $2,270-58.6% |
| Participant deferral / active EE | $2,617 | $2,567+1.9% | $5,202-49.7% | $3,740-30.0% |
| Admin fee / account holder | $209 | $400-47.9% | $13,984-98.5% | $513-59.3% |