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 | $976 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,086 | $46,360-89.0% | $147,614-96.6% | $52,331-90.3% |
| Participation rate | 79.7% | 64.9%+14.8pp | 84.6%-4.9pp | 68.1%+11.6pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,303 | $2,126-38.7% | $5,564-76.6% | $1,882-30.8% |
| Participant deferral / active EE | $2,372 | $2,258+5.1% | $4,895-51.6% | $3,022-21.5% |
| Admin fee / account holder | $11 | $766-98.6% | $11,611-99.9% | $592-98.2% |