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 | $711 |
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 | $38,182 | $45,566-16.2% | $64,105-40.4% | $59,632-36.0% |
| Participation rate | 81.3% | 60.2%+21.1pp | 68.2%+13.1pp | 68.7%+12.6pp |
| Annual return | -2.12% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,248 | $934+33.6% | $1,820-31.4% | $2,203-43.4% |
| Participant deferral / active EE | $3,493 | $2,057+69.9% | $2,822+23.8% | $3,192+9.5% |
| Admin fee / account holder | $19 | $3,268-99.4% | $4,499-99.6% | $4,297-99.5% |