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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,575 |
Filed as: NATIONAL ASSET MGMT Service code 15 1200 N. FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Recordkeeping | $7,603 |
Filed as: NATIONAL ASSET MGMT REP CODE 6 Service code 15 1200 N. FEDERAL HIGHWAY · BOCA RATON, FL 33432 | Recordkeeping | $7,012 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,909 | $49,138+1.6% | $84,015-40.6% | $65,185-23.4% |
| Participation rate | 74.6% | 60.7%+13.8pp | 69.0%+5.6pp | 70.2%+4.4pp |
| Annual return | 16.15% | 23.00%-6.8pp | 71.31%-55.2pp | 29.38%-13.2pp |
| Employer contribution / active EE | $461 | $914-49.6% | $1,983-76.8% | $2,177-78.8% |
| Participant deferral / active EE | $3,841 | $2,397+60.2% | $3,239+18.6% | $3,514+9.3% |
| Admin fee / account holder | $222 | $543-59.2% | $6,101-96.4% | $847-73.8% |