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+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $660 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,091 | $39,245+25.1% | $64,105-23.4% | $52,331-6.2% |
| Participation rate | 80.9% | 58.2%+22.7pp | 68.2%+12.7pp | 68.1%+12.8pp |
| Annual return | -0.01% | 14.79%-14.8pp | 791.24%-791.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $771 | $736+4.8% | $1,820-57.6% | $1,882-59.0% |
| Participant deferral / active EE | $2,205 | $1,992+10.7% | $2,822-21.9% | $3,022-27.0% |
| Admin fee / account holder | $13 | $592-97.8% | $4,499-99.7% | $592-97.8% |